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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
FAIM
151
Financial Advocates Investment Management
Washington
$633K +$281K +5,355 +82%
MWA
152
Martel Wealth Advisors
Washington
$631K -$2.36K -45 -0.4%
WMA
153
Wealth Management Associates
New Jersey
$621K +$25.5K +486 +4%
HI
154
Human Investing
Oregon
$615K -$27.7K -528 -4%
WP
155
WealthShield Partners
North Carolina
$613K -$127K -2,409 -17%
LW
156
Linscomb Wealth
Texas
$611K +$31.7K +604 +6%
FAAS
157
First Allied Advisory Services
California
$603K +$23.2K +441 +4%
CTB
158
Country Trust Bank
Illinois
$601K +$44.9K +854 +8%
SIC
159
Sigma Investment Counselors
Michigan
$592K
JGIA
160
Jackson Grant Investment Advisers
Connecticut
$590K +$584K +11,113 New
JIP
161
Jaffetilchin Investment Partners
Florida
$580K +$21.3K +406 +4%
ATPW
162
Ashton Thomas Private Wealth
Arizona
$562K +$6.25K +119 +1%
HFA
163
Huber Financial Advisors
Illinois
$559K -$10.8K -205 -2%
FA
164
Financial Advisors
Massachusetts
$548K +$26.1K +497 +5%
DAS
165
Dynamic Advisor Solutions
Arizona
$545K +$243K +4,620 +82%
SP
166
Successful Portfolios
Florida
$542K -$97.2K -1,850 -15%
WIA
167
World Investment Advisors
California
$542K
GSWM
168
Golden State Wealth Management
California
$539K -$10.6K -202 -2%
NC
169
NewSquare Capital
Pennsylvania
$531K -$15K -285 -3%
CM
170
Columbus Macro
Pennsylvania
$528K -$8.93K -170 -2%
AWM
171
Altavista Wealth Management
North Carolina
$508K +$21K +400 +4%
Citigroup
172
Citigroup
New York
$500K
LCM
173
Leisure Capital Management
California
$500K
THWM
174
Taylor Hoffman Wealth Management
Virginia
$497K -$217K -4,134 -31%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$492K -$4.52K -86 -0.9%