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Vanguard Tax-Exempt Bond Index Fund

211 hedge funds and large institutions have $2.57B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

108% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 49

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $2.27B → $2.57B (+$299M)

7% more funds holding

Funds holding: 197211 (+14)

1.92% more ownership

Funds ownership: 70.57%72.49% (+1.9%)

Holders
211
Holders Change
+14
Holders Change %
+7.11%
% of All Funds
4.82%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
28
Increased
102
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthfront
California
$585M +$103M +2,019,784 +21%
CSIA
2
Charles Schwab Investment Advisory
California
$581M -$122M -2,392,958 -17%
RJA
3
Raymond James & Associates
Florida
$253M +$15.4M +302,944 +6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$150M +$33.5M +659,144 +28%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$106M +$107M +2,099,800 New
Wells Fargo
6
Wells Fargo
California
$97.5M +$426K +8,381 +0.4%
Jane Street
7
Jane Street
New York
$71.3M +$71.5M +1,404,627 +19,265%
Bank of America
8
Bank of America
North Carolina
$63.3M +$24.3M +476,639 +61%
UBS Group
9
UBS Group
Switzerland
$52.9M +$2.59M +50,970 +5%
Ameriprise
10
Ameriprise
Minnesota
$37.8M +$1.71M +33,650 +5%
UBS AM
11
UBS AM
Illinois
$28.7M +$240K +4,723 +0.8%
Morgan Stanley
12
Morgan Stanley
New York
$28.5M +$536K +10,541 +2%
SEI Investments
13
SEI Investments
Pennsylvania
$28.4M +$28.6M +561,730 +104,605%
LRIA
14
Leonard Rickey Investment Advisors
Washington
$23.1M -$817K -16,058 -3%
ECM
15
ETrade Capital Management
Virginia
$22.2M +$7.48M +147,002 +50%
GC
16
Garde Capital
Washington
$20M -$126K -2,479 -0.6%
SBL
17
Sargent Bickham Lagudis
Colorado
$19.3M -$1.63M -32,034 -8%
MIS
18
Morningstar Investment Services
Illinois
$19M +$2.53M +49,698 +15%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$18.4M +$8.63M +169,600 +87%
PFPT
20
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.9M +$6.27M +123,223 +71%
LPL Financial
21
LPL Financial
California
$14.6M +$1.73M +33,924 +13%
CWM
22
Cornerstone Wealth Management
Missouri
$14.4M -$11.6M -227,901 -23%
Creative Planning
23
Creative Planning
Kansas
$13M +$1.72M +33,893 +15%
AWM
24
Altium Wealth Management
New York
$12M +$5.83M +114,581 +93%
BTS
25
BB&T Securities
Virginia
$11.4M +$229K +4,504 +2%