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Vanguard Tax-Exempt Bond Index Fund

19 hedge funds and large institutions have $32.9M invested in Vanguard Tax-Exempt Bond Index Fund in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

90% more funds holding

Funds holding: 1019 (+9)

7% less capital invested

Capital invested by funds: $35.5M → $32.9M (-$2.58M)

40.2% less ownership

Funds ownership: 61.43%21.23% (-40%)

Holders
19
Holders Change
+9
Holders Change %
+90%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
7
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$14.9M +$10.5M +208,513 +249%
UBS AM
2
UBS AM
Illinois
$5.3M
FA
3
FDx Advisors
Illinois
$2.6M +$2.58M +51,082 New
BTS
4
BB&T Securities
Virginia
$1.31M +$688K +13,642 +113%
LPL Financial
5
LPL Financial
California
$1.28M +$1.27M +25,132 New
RJA
6
Raymond James & Associates
Florida
$1.15M +$1.13M +22,450 New
UBS Group
7
UBS Group
Switzerland
$1.03M +$1.02M +20,250 New
AI
8
Atria Investments
North Carolina
$1.02M +$237K +4,700 +31%
CISOA
9
Capital Investment Services of America
Wisconsin
$979K +$968K +19,200 New
GJIC
10
Gamble Jones Investment Counsel
California
$714K +$706K +14,000 New
AIM
11
AMI Investment Management
Indiana
$604K +$179K +3,544 +43%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$565K +$268K +5,317 +92%
AA
13
Alesco Advisors
New York
$413K +$101K +2,000 +33%
JP Morgan Chase
14
JP Morgan Chase
New York
$314K +$311K +6,165 New
Vanguard Group
15
Vanguard Group
Pennsylvania
$275K +$272K +5,392 New
CA
16
Cetera Advisors
Colorado
$261K +$259K +5,140 New
Creative Planning
17
Creative Planning
Kansas
$135K +$4.99K +99 +4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$34K +$33.9K +672 New
US Bancorp
19
US Bancorp
Minnesota
$10K +$10.1K +200 New
MFS
20
MSI Financial Services
Massachusetts
$5K +$4.94K +98 New
Jane Street
21
Jane Street
New York
-$27.9M -555,568 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$732K -14,576 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$129K -2,566 Closed