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Vanguard Tax-Exempt Bond Index Fund

176 hedge funds and large institutions have $1.72B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 30

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $1.37B → $1.72B (+$357M)

11% more funds holding

Funds holding: 158176 (+18)

2.24% more ownership

Funds ownership: 62.77%65.01% (+2.2%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
4.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
33
Increased
91
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
Mangham Associates
Virginia
$255K
AWMG
127
Alliance Wealth Management Group
New Jersey
$254K
VF
128
Virtu Financial
New York
$252K +$7.9K +155 +3%
CM
129
Columbus Macro
Pennsylvania
$251K +$252K +4,948 New
JWS
130
Juncture Wealth Strategies
Arizona
$246K +$42.7K +837 +21%
EFS
131
Essex Financial Services
Connecticut
$245K +$245K +4,815 New
PC
132
Palo Capital
California
$243K +$244K +4,789 New
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$242K +$156K +3,059 +180%
IA
134
IFG Advisory
Georgia
$242K +$243K +4,765 New
CAN
135
Cetera Advisor Networks
California
$241K +$7.69K +151 +3%
WS
136
Wedbush Securities
California
$241K +$242K +4,741 New
WTC
137
WhitTier Trust Company
Nevada
$229K
FHC
138
First Heartland Consultants
Missouri
$221K +$5.91K +116 +3%
HFA
139
Huber Financial Advisors
Illinois
$209K +$209K +4,108 New
MA
140
MUFG Americas
New York
$200K +$201K +3,944 New
SWP
141
Stratos Wealth Partners
Ohio
$197K
AP
142
Arlington Partners
Alabama
$184K +$1.94K +38 +1%
CMBA
143
C.M. Bidwell & Associates
Hawaii
$183K +$62.4K +1,225 +52%
JIR
144
James Investment Research
Ohio
$169K -$64K -1,255 -27%
KF
145
Krilogy Financial
Missouri
$168K +$19.4K +380 +13%
ACA
146
Atlas Capital Advisors
Wyoming
$166K +$166K +3,267 New
MSA
147
Marino Stram & Associates
Massachusetts
$162K
SPIA
148
Steward Partners Investment Advisory
New York
$162K +$8.82K +173 +6%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$131K +$459 +9 +0.3%
ML
150
McAdam LLC
Pennsylvania
$130K +$131K +2,564 New