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Vanguard Tax-Exempt Bond Index Fund

458 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 97

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $5.23B → $5.84B (+$610M)

6% more funds holding

Funds holding: 431458 (+27)

1.43% less ownership

Funds ownership: 67.53%66.1% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
458
Holders Change
+27
Holders Change %
+6.26%
% of All Funds
9.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
97
Closed
31
Calls
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
101
Firestone Capital Management
Florida
$4.49M +$39.7K +728 +0.9%
V
102
Veritable
Delaware
$4.44M +$4.21M +77,095 +1,712%
BSAM
103
Blue Square Asset Management
New York
$4.26M -$101K -1,845 -2%
VC
104
Vicus Capital
Pennsylvania
$4.21M -$16.2K -296 -0.4%
MWM
105
Mattern Wealth Management
Kansas
$4.18M +$674K +12,354 +19%
MML Investors Services
106
MML Investors Services
Massachusetts
$4.16M +$600K +10,993 +17%
VFA
107
Valeo Financial Advisors
Indiana
$4.16M +$463K +8,490 +12%
AWM
108
Aprio Wealth Management
Georgia
$4.16M
BCI
109
Brinker Capital Investments
Pennsylvania
$4.13M +$67.7K +1,241 +2%
1CP
110
1607 Capital Partners
Virginia
$4.07M +$4.08M +74,800 New
IWP
111
Insight Wealth Partners
Texas
$4.06M +$4.07M +74,590 New
LNC
112
Lincoln National Corp
Pennsylvania
$3.91M -$340K -6,231 -8%
RGC
113
Roberts, Glore & Co
Illinois
$3.71M +$418K +7,655 +13%
LA
114
LVW Advisors
New York
$3.61M +$1.82M +33,285 +101%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$3.56M -$9.38M -171,926 -72%
OC
116
Oakworth Capital
Alabama
$3.55M
AI
117
Atria Investments
North Carolina
$3.53M +$483K +8,853 +16%
RFO
118
RiverGlades Family Offices
Florida
$3.47M +$34.9K +640 +1%
FHC
119
First Horizon Corporation
Tennessee
$3.47M +$3.48M +63,672 New
NG
120
Northstar Group
New York
$3.45M +$221K +4,046 +7%
AWA
121
Arete Wealth Advisors
Illinois
$3.38M +$321K +5,877 +10%
I
122
INVST
Indiana
$3.29M +$2.16M +39,531 +188%
EWM
123
Executive Wealth Management
Michigan
$3.21M +$372K +6,822 +13%
BC
124
Bartlett & Co
Ohio
$3.17M -$57.6K -1,055 -2%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$3.17M -$57.6K -1,055 -2%