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Vanguard Tax-Exempt Bond Index Fund

176 hedge funds and large institutions have $1.72B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 30

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $1.37B → $1.72B (+$357M)

11% more funds holding

Funds holding: 158176 (+18)

2.24% more ownership

Funds ownership: 62.77%65.01% (+2.2%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
4.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
33
Increased
91
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthfront
California
$436M +$230M +4,512,050 +111%
CSIA
2
Charles Schwab Investment Advisory
California
$332M +$8.92M +174,953 +3%
RJA
3
Raymond James & Associates
Florida
$212M +$20.6M +403,844 +11%
Wells Fargo
4
Wells Fargo
California
$96.1M +$2.36M +46,285 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$65.6M +$34.8M +682,493 +112%
Bank of America
6
Bank of America
North Carolina
$57.8M +$27.4M +537,168 +89%
UBS Group
7
UBS Group
Switzerland
$46.8M +$19.2M +377,423 +69%
Ameriprise
8
Ameriprise
Minnesota
$32.7M +$4.66M +91,535 +17%
UBS AM
9
UBS AM
Illinois
$29.4M +$2.17M +42,648 +8%
Morgan Stanley
10
Morgan Stanley
New York
$25.4M +$6.82M +133,868 +37%
LRIA
11
Leonard Rickey Investment Advisors
Washington
$23.2M +$1.69M +33,148 +8%
SBL
12
Sargent Bickham Lagudis
Colorado
$22.5M +$975K +19,133 +5%
GC
13
Garde Capital
Washington
$17.7M +$2.72M +53,282 +18%
BC
14
Brinker Capital
Pennsylvania
$16.4M +$354K +6,945 +2%
MIS
15
Morningstar Investment Services
Illinois
$13.8M +$3.31M +64,974 +31%
ECM
16
ETrade Capital Management
Virginia
$13.2M +$3.16M +62,050 +31%
JWM
17
Janiczek Wealth Management
Colorado
$12.2M +$5.99M +117,597 +97%
ST
18
Smithfield Trust
Pennsylvania
$11.9M -$11.7M -228,628 -49%
Creative Planning
19
Creative Planning
Kansas
$11.3M +$1.48M +28,950 +15%
LPL Financial
20
LPL Financial
California
$11.3M +$1.81M +35,498 +19%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.7M +$588K +11,547 +6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$10.5M +$2.05M +40,210 +24%
BTS
23
BB&T Securities
Virginia
$10M +$6.68M +131,090 +197%
Jane Street
24
Jane Street
New York
$10M +$9.7M +190,455 +2,764%
BCI
25
Brinker Capital Investments
Pennsylvania
$8.22M -$1.03M -20,230 -11%