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Vanguard Tax-Exempt Bond Index Fund

56 hedge funds and large institutions have $180M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

41% more capital invested

Capital invested by funds: $127M → $180M (+$52.4M)

17% more funds holding

Funds holding: 4856 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.08% less ownership

Funds ownership: 33.95%33.87% (-0.08%)

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
30
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$69.5M +$33.2M +633,698 +91%
Bank of America
2
Bank of America
North Carolina
$24.5M +$6.38M +121,657 +35%
BC
3
Brinker Capital
Pennsylvania
$11M +$2.37M +45,268 +27%
UBS AM
4
UBS AM
Illinois
$10M
Wells Fargo
5
Wells Fargo
California
$6.72M +$6.6M +125,868 +4,438%
UBS Group
6
UBS Group
Switzerland
$6.39M +$1.52M +28,990 +31%
CCP
7
Cardan Capital Partners
Colorado
$5.15M +$407K +7,754 +9%
OAJ
8
Ogorek Anthony Joseph
New York
$4.29M +$953K +18,172 +28%
FA
9
FDx Advisors
Illinois
$3M +$814K +15,512 +37%
RJA
10
Raymond James & Associates
Florida
$2.49M +$616K +11,746 +33%
Citigroup
11
Citigroup
New York
$2.43M +$2.44M +46,512 New
CISOA
12
Capital Investment Services of America
Wisconsin
$2.41M
LPL Financial
13
LPL Financial
California
$2.29M +$625K +11,918 +37%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.81M +$1.04M +19,834 +133%
NGA
15
Naples Global Advisors
Florida
$1.76M +$39.3K +750 +2%
ERIM
16
Eagle Ridge Investment Management
Connecticut
$1.75M +$635K +12,100 +57%
SFA
17
Sequoia Financial Advisors
Ohio
$1.74M +$1.74M +33,238 New
BTS
18
BB&T Securities
Virginia
$1.71M +$493K +9,399 +40%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.6M +$421K +8,016 +35%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.52M +$281K +5,360 +23%
PAG
21
Private Advisor Group
New Jersey
$1.37M +$483K +9,202 +54%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.31M -$1.12M -21,302 -46%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.16M +$760K +14,493 +187%
AACR
24
ACR Alpine Capital Research
Missouri
$1.13M -$10.1K -192 -0.9%
Jane Street
25
Jane Street
New York
$1.09M +$1.1M +20,916 New