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Vanguard Tax-Exempt Bond Index Fund

48 hedge funds and large institutions have $127M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more capital invested

Capital invested by funds: $82M → $127M (+$45.2M)

26% more funds holding

Funds holding: 3848 (+10)

1.21% more ownership

Funds ownership: 32.74%33.95% (+1.2%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
23
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$36.7M +$22.4M +430,204 +161%
Bank of America
2
Bank of America
North Carolina
$18.3M -$854K -16,433 -5%
SBL
3
Sargent Bickham Lagudis
Colorado
$13.9M +$1.75M +33,771 +15%
BC
4
Brinker Capital
Pennsylvania
$8.7M +$8.57M +165,035 New
UBS AM
5
UBS AM
Illinois
$6.34M
UBS Group
6
UBS Group
Switzerland
$4.92M +$2.9M +55,907 +149%
CCP
7
Cardan Capital Partners
Colorado
$4.79M +$129K +2,492 +3%
OAJ
8
Ogorek Anthony Joseph
New York
$3.37M +$3.32M +63,981 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.45M +$2.25M +43,259 +1,338%
CISOA
10
Capital Investment Services of America
Wisconsin
$2.44M +$416K +8,000 +21%
FA
11
FDx Advisors
Illinois
$2.21M -$684K -13,163 -24%
RJA
12
Raymond James & Associates
Florida
$1.9M +$222K +4,269 +13%
NGA
13
Naples Global Advisors
Florida
$1.74M +$100K +1,930 +6%
LPL Financial
14
LPL Financial
California
$1.69M -$656K -12,622 -28%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.25M +$381K +7,343 +45%
BTS
16
BB&T Securities
Virginia
$1.23M +$176K +3,397 +17%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.19M +$533K +10,260 +83%
AACR
18
ACR Alpine Capital Research
Missouri
$1.15M +$1.13M +21,788 New
ERIM
19
Eagle Ridge Investment Management
Connecticut
$1.13M +$795K +15,305 +250%
PAG
20
Private Advisor Group
New Jersey
$905K +$258K +4,962 +41%
AA
21
Alesco Advisors
New York
$843K +$214K +4,125 +35%
Creative Planning
22
Creative Planning
Kansas
$802K -$13.1K -252 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$784K -$130K -2,503 -14%
BC
24
Bartlett & Co
Ohio
$701K +$692K +13,310 New
AIM
25
AMI Investment Management
Indiana
$683K +$60.3K +1,161 +10%