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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
MG
201
MilWealth Group
Wisconsin
$309K
RVPG
202
Relative Value Partners Group
$307K +$304K +5,791 New
BDF
203
Black Diamond Financial
Maryland
$304K
VA
204
Valmark Advisers
Ohio
$300K +$30.6K +582 +11%
DC
205
Davenport & Co
Virginia
$297K
VAM
206
Verity Asset Management
North Carolina
$296K -$4.31K -82 -1%
VAG
207
VisionPoint Advisory Group
Texas
$296K
RA
208
Riversedge Advisors
Delaware
$290K +$282K +5,371 New
SSWM
209
Sheets Smith Wealth Management
North Carolina
$286K +$283K +5,386 New
IA
210
IFG Advisory
Georgia
$278K +$8.93K +170 +3%
1WA
211
180 Wealth Advisors
Washington
$274K -$83.8K -1,596 -24%
BOPW
212
Brandywine Oak Private Wealth
Pennsylvania
$274K +$35.2K +670 +15%
MAFM
213
Mid Atlantic Financial Management
Pennsylvania
$267K +$264K +5,025 New
EA
214
Efficient Advisors
Ohio
$267K +$265K +5,036 New
FVWA
215
Foster Victor Wealth Advisors
South Carolina
$261K +$25.1K +478 +11%
AAP
216
Arax Advisory Partners
Colorado
$260K +$258K +4,903 New
CMBA
217
C.M. Bidwell & Associates
Hawaii
$258K +$80.5K +1,532 +46%
KCM
218
Kanawha Capital Management
Virginia
$257K +$255K +4,850 New
SWP
219
Stratos Wealth Partners
Ohio
$254K
PHIMC
220
Private Harbour Investment Management & Counsel
Ohio
$253K -$26.3K -500 -9%
FPIS
221
Financial Planning & Information Services
Wisconsin
$250K +$248K +4,714 New
Brown Advisory
222
Brown Advisory
Maryland
$242K
V
223
Veritable
Delaware
$239K
WTC
224
WhitTier Trust Company
Nevada
$239K
CA
225
Cetera Advisors
Colorado
$238K +$6.04K +115 +3%