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Vanguard Tax-Exempt Bond Index Fund

458 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 97

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $5.23B → $5.84B (+$610M)

6% more funds holding

Funds holding: 431458 (+27)

1.43% less ownership

Funds ownership: 67.53%66.1% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
458
Holders Change
+27
Holders Change %
+6.26%
% of All Funds
9.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
97
Closed
31
Calls
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.08B +$98.9M +1,812,325 +10%
CSIA
2
Charles Schwab Investment Advisory
California
$527M +$60.1M +1,100,347 +13%
SCM
3
SCS Capital Management
Massachusetts
$447M +$47M +861,033 +12%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M +$41.4M +758,332 +11%
RJA
5
Raymond James & Associates
Florida
$334M +$10.5M +192,559 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$327M +$15.1M +277,492 +5%
Creative Planning
7
Creative Planning
Kansas
$241M +$21.1M +387,047 +10%
Morgan Stanley
8
Morgan Stanley
New York
$144M +$11.4M +208,935 +9%
UBS Group
9
UBS Group
Switzerland
$137M +$21.4M +391,781 +18%
Wells Fargo
10
Wells Fargo
California
$131M -$99.5K -1,824 -0.1%
Bank of America
11
Bank of America
North Carolina
$105M +$18M +330,277 +21%
ECM
12
ETrade Capital Management
Virginia
$103M +$14.9M +272,491 +17%
SEI Investments
13
SEI Investments
Pennsylvania
$83.3M -$3.17M -58,140 -4%
ACA
14
Ackerman Capital Advisors
Texas
$76.5M +$6.66M +122,061 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$67M +$8.21M +150,453 +14%
Ameriprise
16
Ameriprise
Minnesota
$53.4M +$8.72M +159,842 +19%
RWP
17
RWA Wealth Partners
Massachusetts
$52.8M +$22M +403,705 +71%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$52.2M +$2.02M +37,002 +4%
Vanguard Group
19
Vanguard Group
Pennsylvania
$43.3M -$12.6M -230,118 -22%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$43.2M +$3.95M +72,403 +10%
US Bancorp
21
US Bancorp
Minnesota
$38.9M +$18.5M +339,462 +90%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$37.7M +$3.84M +70,280 +11%
LPL Financial
23
LPL Financial
California
$36.7M +$3.24M +59,292 +10%
SBL
24
Sargent Bickham Lagudis
Colorado
$33.5M +$2.59M +47,455 +8%
AWM
25
Altium Wealth Management
New York
$33.3M +$2.58M +47,344 +8%