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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
Fisher Asset Management
176
Fisher Asset Management
Washington
$490K +$173K +3,291 +55%
CCT
177
Country Club Trust
Missouri
$473K -$108K -2,060 -19%
AWM
178
AE Wealth Management
Kansas
$471K +$466K +8,871 New
JIC
179
Johnson Investment Counsel
Ohio
$467K
CIM
180
Cambria Investment Management
California
$462K -$16.3K -311 -3%
AACR
181
ACR Alpine Capital Research
Missouri
$456K -$12.7K -242 -3%
CWP
182
Capital Wealth Planning
Florida
$455K +$450K +8,573 New
AWA
183
Arete Wealth Advisors
Illinois
$423K
JIR
184
James Investment Research
Ohio
$418K +$5.25K +100 +1%
HI
185
Hudock Inc
Pennsylvania
$400K -$114K -2,171 -22%
SCA
186
Snowden Capital Advisors
New York
$398K +$263 +5 +0.1%
HR
187
Howe & Rusling
New York
$390K +$222K +4,225 +135%
BCA
188
Bay Colony Advisors
Massachusetts
$372K
KA
189
Klingman & Associates
New York
$372K
FPCP
190
Fort Point Capital Partners
California
$371K
GWA
191
Guidant Wealth Advisors
Illinois
$371K
PI
192
PFS Investments
Georgia
$365K +$362K +6,886 New
AIP
193
Almanack Investment Partners
Pennsylvania
$363K
BRWA
194
B. Riley Wealth Advisors
Florida
$357K +$84.8K +1,614 +32%
CAC
195
Certified Advisory Corp
Florida
$356K +$352K +6,705 New
HW
196
Hamilton Wealth
California
$352K +$16.2K +308 +5%
RWM
197
RKL Wealth Management
Pennsylvania
$337K -$164K -3,128 -33%
PGA
198
Portland Global Advisors
Maine
$334K +$331K +6,300 New
BJL
199
Brighton Jones LLC
Washington
$323K +$1.89K +36 +0.6%
BL
200
BFSG LLC
California
$313K +$310K +5,900 New