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Vanguard Tax-Exempt Bond Index Fund

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 55

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $3.47B → $3.92B (+$454M)

8% more funds holding

Funds holding: 292315 (+23)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.09% more ownership

Funds ownership: 66.98%67.07% (+0.09%)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.91%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
126
Cetera Advisor Networks
California
$1.29M +$404K +7,536 +46%
SCG
127
Sonata Capital Group
Washington
$1.26M +$236K +4,400 +23%
MA
128
Mangham Associates
Virginia
$1.26M +$388K +7,235 +44%
Stifel Financial
129
Stifel Financial
Missouri
$1.26M -$358K -6,691 -22%
Betterment LLC
130
Betterment LLC
New York
$1.26M
COI
131
Capital One Investing
Virginia
$1.24M +$1.24M +23,161 New
CFA
132
Capstone Financial Advisors
Illinois
$1.22M +$84.2K +1,571 +7%
CWM
133
CMH Wealth Management
New Hampshire
$1.19M +$93.1K +1,738 +8%
WFM
134
Wolff Financial Management
Michigan
$1.16M +$103K +1,916 +10%
BCM
135
Blume Capital Management
California
$1.16M +$268K +5,000 +30%
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$1.14M +$24.1K +450 +2%
AWM
137
Apollon Wealth Management
South Carolina
$1.13M +$960K +17,915 +554%
AA
138
Alesco Advisors
New York
$1.13M -$38.3K -715 -3%
BWA
139
Burt Wealth Advisors
Maryland
$1.1M +$69.6K +1,300 +7%
LPT
140
Legacy Private Trust
Wisconsin
$1.09M -$519K -9,697 -32%
CS
141
Credit Suisse
Switzerland
$1.07M -$1.61M -30,000 -60%
NFG
142
Next Financial Group
Texas
$1.03M +$2.09K +39 +0.2%
US Bancorp
143
US Bancorp
Minnesota
$1.02M +$60.5K +1,129 +6%
FA
144
FC Advisory
Pennsylvania
$987K +$35.1K +655 +4%
AWM
145
AE Wealth Management
Kansas
$973K +$497K +9,274 +105%
PWM
146
Paulson Wealth Management
Illinois
$933K +$48.1K +898 +5%
PEA
147
Pacific Edge Advisors
California
$930K +$26.2K +490 +3%
PA
148
PFW Advisors
Georgia
$926K +$970K +18,107 New
I
149
INVST
Indiana
$885K +$82.1K +1,532 +10%
FAIM
150
Financial Advocates Investment Management
Washington
$872K +$232K +4,335 +36%