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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
CFB
176
Cullen/Frost Bankers
Texas
$2.87M
PCWA
177
Pacific Capital Wealth Advisors
California
$2.87M +$26.8K +486 +0.9%
GDP
178
Great Diamond Partners
Maine
$2.85M +$78.1K +1,418 +3%
BC
179
Bartlett & Co
Ohio
$2.83M -$123K -2,240 -4%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$2.83M -$123K -2,240 -4%
CWM
181
Cornerstone Wealth Management
Missouri
$2.79M +$321K +5,830 +13%
MFS
182
McNamara Financial Services
Massachusetts
$2.78M +$3.14K +57 +0.1%
FWM
183
Fairhaven Wealth Management
Illinois
$2.76M +$7.55K +137 +0.3%
CCP
184
Cardan Capital Partners
Colorado
$2.75M -$514K -9,333 -16%
BAM
185
Baldrige Asset Management
Pennsylvania
$2.75M +$30.5K +554 +1%
GVAG
186
Great Valley Advisor Group
Delaware
$2.75M +$2.26M +40,996 +472%
GEA
187
Glen Eagle Advisors
New Jersey
$2.73M +$315K +5,719 +13%
MWM
188
Merriman Wealth Management
Washington
$2.71M +$138K +2,501 +5%
MIM
189
Moseley Investment Management
Florida
$2.7M +$468K +8,493 +21%
Goldman Sachs
190
Goldman Sachs
New York
$2.7M -$584K -10,591 -18%
HighTower Advisors
191
HighTower Advisors
Illinois
$2.7M +$1.34M +24,392 +100%
CCM
192
Crabel Capital Management
California
$2.7M -$2.64M -47,843 -50%
HIM
193
Hanlon Investment Management
New Jersey
$2.69M -$17.9K -324 -0.7%
LWP
194
Lumature Wealth Partners
Georgia
$2.68M +$2.75K +50 +0.1%
MCG
195
MACRO Consulting Group
New Jersey
$2.64M +$101K +1,836 +4%
VWA
196
Visionary Wealth Advisors
Illinois
$2.62M +$491K +8,905 +23%
UCFA
197
United Capital Financial Advisors
Texas
$2.61M +$797K +14,474 +44%
BSW
198
Buckingham Strategic Wealth
Missouri
$2.55M +$1.04M +18,800 +69%
BWA
199
BDO Wealth Advisors
Florida
$2.54M +$8.32K +151 +0.3%
ZF
200
Zhang Financial
Michigan
$2.51M +$23K +418 +0.9%