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Vanguard Tax-Exempt Bond Index Fund

292 hedge funds and large institutions have $3.47B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 62

11% more capital invested

Capital invested by funds: $3.14B → $3.47B (+$332M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7% more funds holding

Funds holding: 274292 (+18)

2.46% less ownership

Funds ownership: 69.44%66.98% (-2.5%)

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
40
Increased
123
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$878M +$68.7M +1,308,139 +9%
CSIA
2
Charles Schwab Investment Advisory
California
$658M +$64.5M +1,228,609 +11%
RJA
3
Raymond James & Associates
Florida
$341M +$12.8M +243,932 +4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$264M +$37.6M +715,543 +17%
UBS Group
5
UBS Group
Switzerland
$121M +$21.7M +414,094 +22%
Wells Fargo
6
Wells Fargo
California
$121M +$21.6M +410,680 +22%
Morgan Stanley
7
Morgan Stanley
New York
$65.6M +$3.72M +70,768 +6%
Bank of America
8
Bank of America
North Carolina
$63.8M +$2.88M +54,826 +5%
SEI Investments
9
SEI Investments
Pennsylvania
$48.4M -$2.11M -40,112 -4%
ECM
10
ETrade Capital Management
Virginia
$45.2M +$9.37M +178,354 +26%
UBS AM
11
UBS AM
Illinois
$41.8M +$5.37M +102,215 +15%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$38.5M +$3.1M +59,038 +9%
LPL Financial
13
LPL Financial
California
$26.2M +$6.14M +116,937 +31%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$26.2M +$4.82M +91,827 +23%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$23.4M +$1.08M +20,507 +5%
LRIA
16
Leonard Rickey Investment Advisors
Washington
$23.2M +$1.28M +24,373 +6%
Vanguard Group
17
Vanguard Group
Pennsylvania
$23.1M -$944K -17,966 -4%
SBL
18
Sargent Bickham Lagudis
Colorado
$23M +$1.71M +32,584 +8%
AWM
19
Altium Wealth Management
New York
$22.9M +$2.49M +47,493 +12%
GC
20
Garde Capital
Washington
$22.4M +$685K +13,035 +3%
Ameriprise
21
Ameriprise
Minnesota
$21.9M -$3.36M -64,059 -13%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$21.4M +$3.88M +73,864 +22%
PFPT
23
Pinnacle Financial Partners (Tennessee)
Tennessee
$21M +$4.78M +91,065 +30%
Creative Planning
24
Creative Planning
Kansas
$17.8M +$8.54M +162,675 +94%
M&T Bank
25
M&T Bank
New York
$17.7M -$955K -18,174 -5%