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Vanguard Tax-Exempt Bond Index Fund

211 hedge funds and large institutions have $2.57B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

108% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 49

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $2.27B → $2.57B (+$299M)

7% more funds holding

Funds holding: 197211 (+14)

1.92% more ownership

Funds ownership: 70.57%72.49% (+1.9%)

Holders
211
Holders Change
+14
Holders Change %
+7.11%
% of All Funds
4.82%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
28
Increased
102
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
101
Versant Capital Management
Arizona
$890K -$107K -2,101 -11%
BCM
102
Blume Capital Management
California
$879K +$102K +2,000 +13%
SCG
103
Sonata Capital Group
Washington
$849K +$91.6K +1,800 +12%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$820K +$148K +2,900 +22%
JP Morgan Chase
105
JP Morgan Chase
New York
$802K -$41.7K -820 -5%
FAIM
106
Financial Advocates Investment Management
Washington
$792K +$797K +15,672 New
WWM
107
Windsor Wealth Management
Indiana
$788K
Betterment LLC
108
Betterment LLC
New York
$765K +$157K +3,088 +26%
AWA
109
Arete Wealth Advisors
Illinois
$755K -$71.5K -1,406 -9%
I
110
INVST
Indiana
$722K -$59.2K -1,163 -8%
FF
111
Fluent Financial
Texas
$713K -$29.6K -581 -4%
OA
112
Oxbow Advisors
Texas
$711K +$177K +3,473 +33%
PMFA
113
Plante Moran Financial Advisors
Michigan
$697K
CAMG
114
CWA Asset Management Group
Florida
$677K +$682K +13,397 New
MML Investors Services
115
MML Investors Services
Massachusetts
$671K +$331K +6,501 +96%
ATC
116
Argent Trust Co
Tennessee
$653K +$658K +12,940 New
SP
117
Successful Portfolios
Florida
$641K -$25.4K -500 -4%
FAAS
118
First Allied Advisory Services
California
$620K +$355K +6,978 +131%
NC
119
NewSquare Capital
Pennsylvania
$619K +$10.9K +215 +2%
FA
120
FDx Advisors
Illinois
$614K -$2.38M -46,680 -79%
CWS
121
Cypress Wealth Services
California
$613K
CFA
122
Capstone Financial Advisors
Illinois
$608K +$148K +2,900 +32%
PA
123
Paracle Advisors
Washington
$580K +$121K +2,381 +26%
CM
124
Columbus Macro
Pennsylvania
$563K +$309K +6,078 +120%
LNC
125
Lincoln National Corp
Pennsylvania
$557K +$82.5K +1,622 +17%