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Vanguard Tax-Exempt Bond Index Fund

105 hedge funds and large institutions have $712M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

32% more capital invested

Capital invested by funds: $539M → $712M (+$173M)

7% more funds holding

Funds holding: 98105 (+7)

0.61% more ownership

Funds ownership: 54.76%55.37% (+0.61%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
12
Increased
57
Reduced
19
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
$181M +$51.8M +1,013,058 +40%
RJA
2
Raymond James & Associates
Florida
$133M +$13.7M +267,842 +12%
Wells Fargo
3
Wells Fargo
California
$78.6M +$65.4M +1,279,411 +509%
Bank of America
4
Bank of America
North Carolina
$24.9M +$1.27M +24,903 +5%
UBS AM
5
UBS AM
Illinois
$24.1M +$256K +4,998 +1%
UBS Group
6
UBS Group
Switzerland
$23.4M -$4.6M -89,944 -16%
BC
7
Brinker Capital
Pennsylvania
$20.5M +$3.05M +59,645 +18%
LPT
8
Legacy Private Trust
Wisconsin
$15.8M -$1.05M -20,510 -6%
SBL
9
Sargent Bickham Lagudis
Colorado
$14.9M -$76K -1,487 -0.5%
Ameriprise
10
Ameriprise
Minnesota
$14.5M +$1.6M +31,379 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.8M +$12.5M +243,883 +983%
BCI
12
Brinker Capital Investments
Pennsylvania
$12.9M +$3.9M +76,252 +44%
GC
13
Garde Capital
Washington
$11.8M +$855K +16,717 +8%
Creative Planning
14
Creative Planning
Kansas
$9.61M +$331K +6,466 +4%
LPL Financial
15
LPL Financial
California
$7.26M +$455K +8,899 +7%
ST
16
Smithfield Trust
Pennsylvania
$7.09M +$3.56M +69,616 +101%
HI
17
Hudock Inc
Pennsylvania
$6.94M +$6.84M +133,836 +9,353%
JWM
18
Janiczek Wealth Management
Colorado
$6.04M +$157K +3,076 +3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.55M +$1.22M +23,851 +28%
RMC
20
Regis Management Company
California
$5.15M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.05M +$1.7M +33,308 +51%
CCP
22
Cardan Capital Partners
Colorado
$4.59M -$3.39M -66,216 -43%
FA
23
FDx Advisors
Illinois
$3.89M +$602K +11,766 +18%
IA
24
Independence Advisors
Pennsylvania
$3.78M +$154K +3,005 +4%
Jane Street
25
Jane Street
New York
$3.58M -$6.12M -119,691 -63%