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Vanguard Tax-Exempt Bond Index Fund

617 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

184% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 115

18% more capital invested

Capital invested by funds: $7.75B → $9.17B (+$1.42B)

7% more funds holding

Funds holding: 578617 (+39)

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

2.11% more ownership

Funds ownership: 68.19%70.3% (+2.1%)

Holders
617
Holders Change
+39
Holders Change %
+6.75%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
Net Calls
+$354K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
PFG Advisors
Arizona
$6.28M +$2.91M +52,767 +87%
CA
102
CGN Advisors
Kansas
$6.27M +$641K +11,643 +11%
EWM
103
Executive Wealth Management
Michigan
$6.17M -$936K -16,980 -13%
BFG
104
Bouchey Financial Group
New York
$6.13M +$116K +2,111 +2%
CT
105
Coastline Trust
Rhode Island
$5.96M -$317K -5,761 -5%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$5.93M -$8.15M -147,987 -58%
AF
107
Advisornet Financial
Minnesota
$5.9M +$193K +3,511 +3%
RWI
108
Red Wave Investments
Pennsylvania
$5.86M +$145K +2,637 +3%
MF
109
Manchester Financial
California
$5.83M +$5.81M +105,400 New
BWG
110
Beta Wealth Group
California
$5.82M +$270K +4,898 +5%
CISOA
111
Capital Investment Services of America
Wisconsin
$5.82M +$441K +8,000 +8%
LNC
112
Lincoln National Corp
Pennsylvania
$5.8M -$1.44M -26,061 -20%
TC
113
Tenret Company
Florida
$5.79M +$5.77M +104,728 New
SB
114
Sunflower Bank
Texas
$5.75M -$4.52K -82 -0.1%
FWM
115
ForthRight Wealth Management
Georgia
$5.7M +$184K +3,341 +3%
APC
116
Aspire Private Capital
North Carolina
$5.67M +$253K +4,583 +5%
BCA
117
Bray Capital Advisors
Florida
$5.54M +$1.91M +34,685 +53%
BU
118
BBVA USA
Alabama
$5.32M +$5.3M +96,256 New
PCIA
119
Prime Capital Investment Advisors
Kansas
$5.23M +$196K +3,555 +4%
CAG
120
Compass Advisory Group
New York
$5.14M +$585K +10,625 +13%
PG
121
Proffitt & Goodson
Tennessee
$5.03M +$45.1K +819 +0.9%
VC
122
Vicus Capital
Pennsylvania
$5.01M +$990K +17,971 +25%
FA
123
FDx Advisors
Illinois
$5M -$212K -3,855 -4%
IWP
124
Insight Wealth Partners
Texas
$4.99M -$5.18K -94 -0.1%
BB
125
Busey Bank
Illinois
$4.89M -$219K -3,978 -4%