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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
FAAS
151
First Allied Advisory Services
California
$570K -$48.5K -943 -8%
LW
152
Linscomb Wealth
Texas
$569K
HFA
153
Huber Financial Advisors
Illinois
$560K +$68.5K +1,332 +14%
CAN
154
Cetera Advisor Networks
California
$550K +$68.5K +1,333 +14%
JIP
155
Jaffetilchin Investment Partners
Florida
$549K +$43.5K +846 +9%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$546K +$539K +10,476 New
CTB
157
Country Trust Bank
Illinois
$546K +$6.53K +127 +1%
GSWM
158
Golden State Wealth Management
California
$541K +$533K +10,375 New
NC
159
NewSquare Capital
Pennsylvania
$536K -$13.9K -270 -3%
CM
160
Columbus Macro
Pennsylvania
$528K -$56.3K -1,095 -10%
WIA
161
World Investment Advisors
California
$528K -$14.8K -288 -3%
CWM
162
Cornerstone Wealth Management
Missouri
$523K -$169K -3,291 -19%
FA
163
Financial Advisors
Massachusetts
$513K -$4.88K -95 -1%
HI
164
Hudock Inc
Pennsylvania
$506K -$5.97M -116,224 -92%
RWM
165
RKL Wealth Management
Pennsylvania
$494K -$82.2K -1,599 -14%
LCM
166
Leisure Capital Management
California
$491K
Citigroup
167
Citigroup
New York
$491K +$19.9K +388 +4%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$488K -$26.5K -516 -5%
AWM
169
Altavista Wealth Management
North Carolina
$478K +$203K +3,943 +75%
CIM
170
Cambria Investment Management
California
$470K +$6.53K +127 +1%
AACR
171
ACR Alpine Capital Research
Missouri
$460K
JIC
172
Johnson Investment Counsel
Ohio
$459K +$453K +8,805 New
AWA
173
Arete Wealth Advisors
Illinois
$415K -$645K -12,551 -61%
MWM
174
Merriman Wealth Management
Washington
$415K +$409K +7,954 New
JIR
175
James Investment Research
Ohio
$406K +$51.4K +1,000 +15%