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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
IA
151
IFP Advisors
Florida
$118K
IWM
152
IHT Wealth Management
Illinois
$108K +$51 +1 +0%
CHP
153
Cable Hill Partners
Oregon
$95K +$24.9K +489 +35%
Lazard Asset Management
154
Lazard Asset Management
New York
$85K
HDIM
155
Hanson & Doremus Investment Management
Vermont
$76K +$16.8K +330 +29%
BWA
156
Burt Wealth Advisors
Maryland
$70K
Citigroup
157
Citigroup
New York
$54K -$102 -2 -0.2%
SSB
158
Sandy Spring Bank
Maryland
$46K +$30.6K +600 +200%
LWM
159
Lenox Wealth Management
Ohio
$45K
GAM
160
Gemmer Asset Management
California
$40K +$204 +4 +0.5%
OIA
161
OneDigital Investment Advisors
Kansas
$40K +$40.6K +796 New
PA
162
Parallel Advisors
California
$38K -$61.5K -1,206 -62%
BCA
163
Bray Capital Advisors
Florida
$37K +$36.9K +725 New
GRP
164
Global Retirement Partners
California
$31K +$31K +609 New
PCG
165
Private Capital Group
Connecticut
$27K
SEI Investments
166
SEI Investments
Pennsylvania
$27K +$27.4K +537 New
FCMT
167
Founders Capital Management (Texas)
Texas
$26K +$102 +2 +0.4%
AIP
168
Ameritas Investment Partners
Nebraska
$25K +$25.5K +500 New
APA
169
American Portfolios Advisors
New York
$20.2K
SFSIG
170
San Francisco Sentry Investment Group
California
$20K
CPIG
171
Chicago Partners Investment Group
Illinois
$13K
NSIM
172
North Star Investment Management
Illinois
$10K
MFT
173
Moisand Fitzgerald Tamayo
Florida
$6K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$5K
RFA
175
Reilly Financial Advisors
California
$3K +$2.85K +56 New