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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
MFA
201
Mayflower Financial Advisors
Massachusetts
$2.5M -$11.5K -208 -0.5%
CSM
202
CAMG Solamere Management
North Carolina
$2.48M -$6.39K -116 -0.3%
William Blair & Company
203
William Blair & Company
Illinois
$2.47M +$362K +6,566 +17%
CPO
204
Cerity Partners OCIO
New York
$2.43M +$176K +3,201 +8%
SWM
205
SigFig Wealth Management
California
$2.35M +$1.39M +25,312 +147%
CCT
206
Country Club Trust
Missouri
$2.34M -$575K -10,435 -20%
NGA
207
Naples Global Advisors
Florida
$2.3M +$8.81K +160 +0.4%
B
208
Brightworth
Georgia
$2.29M +$2.28M +41,434 New
JSA
209
Jacobson & Schmitt Advisors
Wisconsin
$2.28M +$608K +11,028 +36%
CCFM
210
Clear Creek Financial Management
Washington
$2.24M +$2.23M +40,464 New
LIA
211
LBMC Investment Advisors
Tennessee
$2.23M -$4.95M -89,781 -69%
WFA
212
Wade Financial Advisory
California
$2.23M +$437K +7,935 +24%
BDF
213
Black Diamond Financial
Maryland
$2.2M +$24.7K +448 +1%
HDIM
214
Hanson & Doremus Investment Management
Vermont
$2.18M -$567K -10,299 -20%
EA
215
Elm Advisors
California
$2.18M -$93.1K -1,690 -4%
CP
216
Corbenic Partners
Pennsylvania
$2.16M +$221K +4,004 +11%
EIA
217
Eldridge Investment Advisors
New Hampshire
$2.15M +$106K +1,928 +5%
Deutsche Bank
218
Deutsche Bank
Germany
$2.08M +$10.2K +186 +0.5%
CM
219
Columbus Macro
Pennsylvania
$2.07M +$7.99K +145 +0.4%
LWPC
220
Legacy Wealth Partners (California)
California
$2M -$4.24K -77 -0.2%
SFG
221
Snider Financial Group
Washington
$1.98M +$1.97M +35,682 New
RWA
222
Redhawk Wealth Advisors
Minnesota
$1.96M
MAP
223
Milestone Advisory Partners
North Carolina
$1.94M -$457K -8,295 -19%
Mariner
224
Mariner
Kansas
$1.91M +$352K +6,385 +23%
HI
225
Hendershot Investments
Virginia
$1.91M +$59.9K +1,088 +3%