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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
WFM
126
Wolff Financial Management
Michigan
$1.05M +$653K +12,440 +171%
BWA
127
Burt Wealth Advisors
Maryland
$1.02M +$674K +12,830 +200%
NFG
128
Next Financial Group
Texas
$1.02M +$1.01M +19,223 New
SCG
129
Sonata Capital Group
Washington
$1.02M
US Bancorp
130
US Bancorp
Minnesota
$954K +$13K +247 +1%
FA
131
FC Advisory
Pennsylvania
$943K +$7.14K +136 +0.8%
UCFA
132
United Capital Financial Advisors
Texas
$922K -$849K -16,159 -48%
AA
133
Ancora Advisors
Ohio
$922K
PEA
134
Pacific Edge Advisors
California
$895K -$9.45K -180 -1%
BCM
135
Blume Capital Management
California
$878K +$52.5K +1,000 +6%
PWM
136
Paulson Wealth Management
Illinois
$878K +$137K +2,609 +19%
CAN
137
Cetera Advisor Networks
California
$869K +$307K +5,841 +55%
MA
138
Mangham Associates
Virginia
$863K +$454K +8,636 +113%
JSA
139
Jacobson & Schmitt Advisors
Wisconsin
$852K -$137K -2,606 -14%
WWM
140
Windsor Wealth Management
Indiana
$826K
CWM
141
Cornerstone Wealth Management
Missouri
$811K +$44.2K +841 +6%
CAMG
142
CWA Asset Management Group
Florida
$803K -$64K -1,218 -7%
I
143
INVST
Indiana
$794K +$84.6K +1,611 +12%
VCM
144
Versant Capital Management
Arizona
$784K -$44.2K -842 -5%
CWS
145
Cypress Wealth Services
California
$769K +$76.2K +1,450 +11%
TCM
146
Traynor Capital Management
Pennsylvania
$719K +$714K +13,587 New
CWM
147
Cahaba Wealth Management
Georgia
$713K +$4.25K +81 +0.6%
OA
148
Oxbow Advisors
Texas
$678K -$6.46K -123 -1%
OIA
149
OneDigital Investment Advisors
Kansas
$668K +$333K +6,336 +101%
PP
150
PrairieView Partners
Minnesota
$662K +$655K +12,470 New