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Vanguard Tax-Exempt Bond Index Fund

1,201 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 498 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2111,201 (-10)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
226
Summit Financial
New Jersey
$8.42M
RGC
227
Roberts, Glore & Co
Illinois
$8.29M
APP
228
Avantax Planning Partners
Iowa
$8.23M
TFG
229
Tilson Financial Group
New Jersey
$8.17M
SDWMA
230
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.07M
MMA
231
Miracle Mile Advisors
California
$7.97M
OAP
232
One Advisory Partners
Kansas
$7.91M
CHA
233
Cooper/Haims Advisors
New York
$7.85M
EFP
234
Envision Financial Planning
Tennessee
$7.84M
TC
235
Tenret Company
Florida
$7.6M
BCM
236
Blume Capital Management
California
$7.58M
VA
237
Valmark Advisers
Ohio
$7.56M
TPCW
238
TD Private Client Wealth
New York
$7.54M
FMWA
239
Forvis Mazars Wealth Advisors
Missouri
$7.51M
SIA
240
Soltis Investment Advisors
Utah
$7.5M
CA
241
Clearstead Advisors
Ohio
$7.47M
WFA
242
Websterrogers Financial Advisors
South Carolina
$7.31M
LWM
243
Level Wealth Management
North Carolina
$7.3M
LRIA
244
Leonard Rickey Investment Advisors
Washington
$7.3M
APC
245
Aspire Private Capital
North Carolina
$7.29M
UB
246
UMB Bank
Missouri
$7.26M
HWMG
247
Hurlow Wealth Management Group
Indiana
$7.24M
CFP
248
Cascade Financial Partners
California
$7.19M
SC
249
Schiavi & Co
Delaware
$7.12M
SWP
250
Stratos Wealth Partners
Ohio
$7.11M