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Vanguard Tax-Exempt Bond Index Fund

274 hedge funds and large institutions have $3.14B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

80% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 66

11% more capital invested

Capital invested by funds: $2.82B → $3.14B (+$312M)

9% more funds holding

Funds holding: 252274 (+22)

1.78% less ownership

Funds ownership: 71.22%69.44% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
5.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
47
Increased
119
Reduced
66
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
101
Smithfield Trust
Pennsylvania
$1.66M -$49.9K -970 -3%
LPT
102
Legacy Private Trust
Wisconsin
$1.56M -$2M -39,000 -57%
FCIM
103
Fairview Capital Investment Management
California
$1.49M +$103K +2,000 +8%
CFA
104
Capstone Financial Advisors
Illinois
$1.45M -$4.32M -84,112 -75%
FAM
105
Formidable Asset Management
Ohio
$1.44M +$552K +10,734 New
HighTower Advisors
106
HighTower Advisors
Illinois
$1.43M -$604K -11,753 -30%
Stifel Financial
107
Stifel Financial
Missouri
$1.38M +$133K +2,590 +11%
CCA
108
Clearwater Capital Advisors
Illinois
$1.35M -$19.3K -376 -1%
GEA
109
Glen Eagle Advisors
New Jersey
$1.31M +$105K +2,052 +9%
BAM
110
Baldrige Asset Management
Pennsylvania
$1.26M +$1.25M +24,258 New
AA
111
Alesco Advisors
New York
$1.26M -$64.3K -1,250 -5%
PA
112
Paracle Advisors
Washington
$1.23M +$20.3K +394 +2%
Betterment LLC
113
Betterment LLC
New York
$1.23M +$347K +6,747 +40%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$1.22M +$89.6K +1,742 +8%
AF
115
Allworth Financial
California
$1.21M
OAM
116
Occidental Asset Management
California
$1.2M
EC
117
Estate Counselors
Wisconsin
$1.2M +$1.18M +23,050 New
CWM
118
CMH Wealth Management
New Hampshire
$1.17M -$9.88M -192,175 -90%
HDIM
119
Hanson & Doremus Investment Management
Vermont
$1.07M +$314K +6,114 +43%
DWM
120
Dakota Wealth Management
Florida
$1.04M +$1.02M +19,900 New
CPA
121
Clear Perspective Advisors
Illinois
$1.02M +$699K +13,600 +229%
SCG
122
Sonata Capital Group
Washington
$1M +$51.4K +1,000 +5%
JSA
123
Jacobson & Schmitt Advisors
Wisconsin
$973K -$43.6K -849 -4%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$967K +$886K +17,228 +1,341%
SHCM
125
Stokes & Hubbell Capital Management
Louisiana
$932K +$287K +5,586 +45%