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Vanguard Tax-Exempt Bond Index Fund

458 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 97

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $5.23B → $5.84B (+$610M)

6% more funds holding

Funds holding: 431458 (+27)

1.43% less ownership

Funds ownership: 67.53%66.1% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
458
Holders Change
+27
Holders Change %
+6.26%
% of All Funds
9.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
97
Closed
31
Calls
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
201
Financial Advocates Investment Management
Washington
$1.36M +$31K +568 +2%
VCM
202
Vivaldi Capital Management
Illinois
$1.32M +$30.8K +564 +2%
CFA
203
Capstone Financial Advisors
Illinois
$1.29M +$15.8K +289 +1%
UCFA
204
United Capital Financial Advisors
Texas
$1.27M -$278K -5,085 -18%
CCA
205
Clearwater Capital Advisors
Illinois
$1.26M
JGIA
206
Jackson Grant Investment Advisers
Connecticut
$1.25M +$137K +2,505 +12%
OL
207
Optas LLC
Texas
$1.25M +$84.4K +1,546 +7%
CIP
208
Capital Insight Partners
Arizona
$1.23M +$538K +9,849 +77%
LW
209
Linscomb Wealth
Texas
$1.22M +$39.8K +730 +3%
AA
210
Alesco Advisors
New York
$1.22M +$123K +2,255 +11%
ML
211
McAdam LLC
Pennsylvania
$1.21M +$338K +6,199 +39%
AIS
212
American Investment Services
Massachusetts
$1.21M +$972K +17,815 +410%
ECG
213
Edge Capital Group
Georgia
$1.18M -$338K -6,199 -22%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$1.15M +$179K +3,286 +19%
RWA
215
Ropes Wealth Advisors
Massachusetts
$1.13M +$102K +1,865 +10%
FFN
216
Focus Financial Network
Minnesota
$1.1M +$146K +2,680 +15%
MIM
217
Moseley Investment Management
Florida
$1.1M +$478K +8,752 +76%
OAM
218
Occidental Asset Management
California
$1.09M +$54.6K +1,000 +5%
CWC
219
Carolinas Wealth Consulting
North Carolina
$1.08M +$365K +6,680 +51%
MAP
220
Milestone Advisory Partners
North Carolina
$1.08M +$152K +2,777 +16%
NRI
221
NFP Retirement Inc
California
$1.07M -$27.6K -506 -3%
HighTower Advisors
222
HighTower Advisors
Illinois
$1.07M +$105K +1,926 +11%
CWM
223
CMH Wealth Management
New Hampshire
$1.06M -$2.73K -50 -0.3%
SS
224
Simplicity Solutions
Minnesota
$1.05M +$650K +11,914 +160%
CWM
225
Cahaba Wealth Management
Georgia
$1.05M +$153K +2,797 +17%