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Vanguard Tax-Exempt Bond Index Fund

292 hedge funds and large institutions have $3.47B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 62

11% more capital invested

Capital invested by funds: $3.14B → $3.47B (+$332M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7% more funds holding

Funds holding: 274292 (+18)

2.46% less ownership

Funds ownership: 69.44%66.98% (-2.5%)

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
40
Increased
123
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
$1.7M +$997K +18,985 +145%
EGA
102
Eagle Global Advisors
Texas
$1.65M +$811K +15,450 +98%
Stifel Financial
103
Stifel Financial
Missouri
$1.6M +$194K +3,703 +14%
LPT
104
Legacy Private Trust
Wisconsin
$1.59M
PP
105
Paloma Partners
Connecticut
$1.59M +$1.57M +29,955 New
FCIM
106
Fairview Capital Investment Management
California
$1.52M +$10.5K +200 +0.7%
PA
107
Paracle Advisors
Washington
$1.46M +$206K +3,919 +17%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.44M +$193K +3,674 +16%
GEA
109
Glen Eagle Advisors
New Jersey
$1.42M +$81.6K +1,554 +6%
CCA
110
Clearwater Capital Advisors
Illinois
$1.38M
ATC
111
Argent Trust Co
Tennessee
$1.37M +$672K +12,800 +99%
BAM
112
Baldrige Asset Management
Pennsylvania
$1.32M +$31.6K +601 +2%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$1.3M -$1.67M -31,785 -57%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$1.26M +$279K +5,306 +29%
Betterment LLC
115
Betterment LLC
New York
$1.26M +$1.68K +32 +0.1%
HDIM
116
Hanson & Doremus Investment Management
Vermont
$1.24M +$148K +2,823 +14%
AF
117
Allworth Financial
California
$1.23M
OAM
118
Occidental Asset Management
California
$1.22M
A
119
AdvicePeriod
California
$1.17M +$1.16M +22,000 New
AA
120
Alesco Advisors
New York
$1.16M -$123K -2,350 -10%
CFA
121
Capstone Financial Advisors
Illinois
$1.12M -$351K -6,674 -24%
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$1.1M +$285K +5,419 +35%
CWM
123
CMH Wealth Management
New Hampshire
$1.09M -$105K -2,000 -9%
LA
124
LVW Advisors
New York
$1.06M +$1.05M +19,950 New
DWM
125
Dakota Wealth Management
Florida
$1.06M