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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
CCG
126
Chatham Capital Group
Georgia
$4.86M -$275K -5,000 -5%
VFA
127
Valeo Financial Advisors
Indiana
$4.82M -$634K -11,512 -12%
RH
128
RFG Holdings
Texas
$4.82M +$99.2K +1,800 +2%
AWM
129
AE Wealth Management
Kansas
$4.75M +$742K +13,470 +19%
AWA
130
Arete Wealth Advisors
Illinois
$4.74M +$522K +9,476 +12%
FCM
131
Firestone Capital Management
Florida
$4.65M -$34.3K -623 -0.7%
RJT
132
Raymond James Trust
Florida
$4.63M +$593K +10,770 +15%
AI
133
Atria Investments
North Carolina
$4.61M -$102K -1,852 -2%
AL
134
Aspiriant LLC
California
$4.58M +$3.23M +58,618 +242%
BSAM
135
Blue Square Asset Management
New York
$4.47M -$239K -4,340 -5%
LCM
136
Liberty Capital Management
Michigan
$4.45M +$1.23M +22,321 +38%
GGS
137
Galvin Gaustad & Stein
Arizona
$4.38M +$166K +3,008 +4%
AFS
138
Annapolis Financial Services
Maryland
$4.37M +$149K +2,706 +4%
KIM
139
Karpus Investment Management
New York
$4.36M +$4.34M +78,800 New
MWM
140
Mattern Wealth Management
Kansas
$4.35M -$2.29M -41,618 -35%
SI
141
Stephens Inc
Arkansas
$4.34M +$813K +14,750 +23%
CPA
142
Clear Perspective Advisors
Illinois
$4.12M +$2.99M +54,235 +268%
MWM
143
McNaughton Wealth Management
California
$4.11M +$340K +6,168 +9%
CA
144
Cetera Advisors
Colorado
$4.04M +$179K +3,243 +5%
HPWM
145
High Pines Wealth Management
Massachusetts
$4.04M +$118K +2,141 +3%
BSSFA
146
Baron Silver Stevens Financial Advisors
Florida
$4M +$3.99M +72,406 New
Barclays
147
Barclays
United Kingdom
$3.96M +$3.95M +71,619 New
LA
148
LVW Advisors
New York
$3.95M +$276K +5,018 +8%
EGA
149
Eagle Global Advisors
Texas
$3.92M +$717K +13,009 +22%
I
150
INVST
Indiana
$3.9M +$234K +4,240 +6%