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Vanguard Tax-Exempt Bond Index Fund

119 hedge funds and large institutions have $967M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

36% more capital invested

Capital invested by funds: $712M → $967M (+$256M)

13% more funds holding

Funds holding: 105119 (+14)

3.13% more ownership

Funds ownership: 55.37%58.5% (+3.1%)

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
21
Increased
57
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$234M +$51.9M +1,004,476 +29%
RJA
2
Raymond James & Associates
Florida
$175M +$41.4M +800,040 +31%
Wells Fargo
3
Wells Fargo
California
$91.4M +$12.3M +238,921 +16%
W
4
Wealthfront
California
$71.8M +$71.9M +1,390,791 New
Bank of America
5
Bank of America
North Carolina
$29.6M +$4.56M +88,287 +18%
UBS AM
6
UBS AM
Illinois
$27.9M +$3.71M +71,759 +15%
UBS Group
7
UBS Group
Switzerland
$26.2M +$2.68M +51,781 +11%
LPT
8
Legacy Private Trust
Wisconsin
$21.8M +$5.95M +115,161 +37%
Ameriprise
9
Ameriprise
Minnesota
$17.1M +$2.52M +48,803 +17%
BC
10
Brinker Capital
Pennsylvania
$15.3M -$5.3M -102,498 -26%
SBL
11
Sargent Bickham Lagudis
Colorado
$14.9M -$36.5K -706 -0.2%
GC
12
Garde Capital
Washington
$13.9M +$2.03M +39,226 +17%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$13.8M +$13.8M +267,890 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.4M -$477K -9,230 -3%
Jane Street
15
Jane Street
New York
$10.5M +$6.89M +133,389 +191%
ST
16
Smithfield Trust
Pennsylvania
$9.78M +$2.64M +51,130 +37%
BCI
17
Brinker Capital Investments
Pennsylvania
$9.72M -$3.25M -62,800 -25%
Creative Planning
18
Creative Planning
Kansas
$9.64M -$34.6K -670 -0.4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.38M +$4.3M +83,175 +85%
HI
20
Hudock Inc
Pennsylvania
$8.09M +$1.1M +21,313 +16%
LPL Financial
21
LPL Financial
California
$7.42M +$115K +2,234 +2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.29M +$1.7M +32,941 +30%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$6.76M +$6.77M +130,958 New
MIS
24
Morningstar Investment Services
Illinois
$6.58M +$3.54M +68,515 +116%
JWM
25
Janiczek Wealth Management
Colorado
$6.43M +$351K +6,793 +6%