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Vanguard Tax-Exempt Bond Index Fund

84 hedge funds and large institutions have $323M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

80% more capital invested

Capital invested by funds: $180M → $323M (+$144M)

50% more funds holding

Funds holding: 5684 (+28)

19.22% more ownership

Funds ownership: 33.87%53.08% (+19%)

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
33
Increased
32
Reduced
10
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
$83.2M +$16.5M +324,104 +24%
UBS Group
2
UBS Group
Switzerland
$38.2M +$32.4M +637,765 +521%
Bank of America
3
Bank of America
North Carolina
$26M +$2.42M +47,608 +10%
SBL
4
Sargent Bickham Lagudis
Colorado
$14.7M +$14.6M +286,761 +5,852%
BC
5
Brinker Capital
Pennsylvania
$13.6M +$3.11M +61,128 +29%
LPT
6
Legacy Private Trust
Wisconsin
$13M +$13.2M +259,503 New
Creative Planning
7
Creative Planning
Kansas
$9.87M +$9.12M +179,369 +1,060%
GC
8
Garde Capital
Washington
$9.81M +$9.92M +195,220 New
Ameriprise
9
Ameriprise
Minnesota
$9.36M +$9.47M +186,305 New
BCI
10
Brinker Capital Investments
Pennsylvania
$7.73M +$7.79M +153,338 +29,602%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$7.59M +$7.68M +151,044 New
UBS AM
12
UBS AM
Illinois
$7.57M +$7.65M +150,530 New
RMC
13
Regis Management Company
California
$6.4M +$6.47M +127,376 New
CSM
14
CAMG Solamere Management
North Carolina
$5.91M +$5.98M +117,551 New
CCP
15
Cardan Capital Partners
Colorado
$5.84M +$894K +17,585 +18%
Wells Fargo
16
Wells Fargo
California
$4.35M -$2.14M -42,079 -33%
OAJ
17
Ogorek Anthony Joseph
New York
$4.29M
IA
18
Independence Advisors
Pennsylvania
$3.47M +$3.51M +68,973 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.12M +$1.6M +31,455 +103%
FA
20
FDx Advisors
Illinois
$3.1M +$220K +4,330 +8%
CISOA
21
Capital Investment Services of America
Wisconsin
$2.57M +$254K +5,000 +11%
ZCA
22
Zeke Capital Advisors
Pennsylvania
$2.51M +$2.54M +49,885 New
LPL Financial
23
LPL Financial
California
$2.49M +$292K +5,741 +13%
RJA
24
Raymond James & Associates
Florida
$2.24M -$163K -3,213 -7%
ERIM
25
Eagle Ridge Investment Management
Connecticut
$2.19M +$515K +10,140 +30%