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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
US Bancorp
126
US Bancorp
Minnesota
$925K -$1.59K -31 -0.2%
FA
127
FC Advisory
Pennsylvania
$920K +$3.44K +67 +0.4%
AA
128
Ancora Advisors
Ohio
$906K
PEA
129
Pacific Edge Advisors
California
$889K +$876K +17,040 New
CAMG
130
CWA Asset Management Group
Florida
$853K +$113K +2,207 +16%
EGA
131
Eagle Global Advisors
Texas
$819K +$493K +9,597 +157%
WWM
132
Windsor Wealth Management
Indiana
$814K
VCM
133
Versant Capital Management
Arizona
$814K +$10.9K +212 +1%
BCM
134
Blume Capital Management
California
$811K -$30.8K -600 -4%
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$798K +$177K +3,449 +29%
WP
136
WealthShield Partners
North Carolina
$728K
PWM
137
Paulson Wealth Management
Illinois
$725K +$49.3K +958 +7%
THWM
138
Taylor Hoffman Wealth Management
Virginia
$704K +$66.9K +1,301 +11%
CWM
139
Cahaba Wealth Management
Georgia
$697K +$2.73K +53 +0.4%
I
140
INVST
Indiana
$696K +$93.7K +1,822 +16%
LNC
141
Lincoln National Corp
Pennsylvania
$684K +$49.3K +958 +8%
CWS
142
Cypress Wealth Services
California
$680K +$85.3K +1,660 +15%
ATC
143
Argent Trust Co
Tennessee
$675K
OA
144
Oxbow Advisors
Texas
$673K -$40.3K -784 -6%
HI
145
Human Investing
Oregon
$632K +$2.47K +48 +0.4%
SP
146
Successful Portfolios
Florida
$629K -$5.14K -100 -0.8%
MWA
147
Martel Wealth Advisors
Washington
$623K +$19.2K +373 +3%
WMA
148
Wealth Management Associates
New Jersey
$585K -$22.2K -431 -4%
SIC
149
Sigma Investment Counselors
Michigan
$581K -$169K -3,280 -23%
CCT
150
Country Club Trust
Missouri
$572K +$91.3K +1,776 +19%