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Vanguard Tax-Exempt Bond Index Fund

1,216 hedge funds and large institutions have $28.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $28B → $28.9B (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$2.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DB
251
Dravo Bay
Delaware
$7.17M
EP
252
Edgestream Partners
New Jersey
$7.06M
SIA
253
Soltis Investment Advisors
Utah
$7.04M
RWS
254
Rochester Wealth Strategies
Michigan
$6.99M
AW
255
Alaethes Wealth
Nevada
$6.97M
MFS
256
McNamara Financial Services
Massachusetts
$6.9M
GWA
257
Gutierrez Wealth Advisory
Arkansas
$6.88M
PAS
258
Park Avenue Securities
New York
$6.77M
GAG
259
Goodman Advisory Group
Massachusetts
$6.77M
EPM
260
Elm Partners Management
Pennsylvania
$6.75M
CT
261
Coastline Trust
Rhode Island
$6.7M
HFA
262
High Falls Advisors
New York
$6.65M
GLLW
263
Graves Light Lenhart Wealth
Virginia
$6.57M
PS
264
Principal Securities
Iowa
$6.5M
CAWM
265
Capital Advisors Wealth Management
Washington
$6.49M
BCI
266
Brinker Capital Investments
Pennsylvania
$6.38M
CTA
267
Chesley Taft & Associates
Illinois
$6.38M
CWMK
268
Caliber Wealth Management (Kansas)
Kansas
$6.37M
HDIM
269
Hanson & Doremus Investment Management
Vermont
$6.32M
MSF
270
Mustard Seed Financial
Arkansas
$6.32M
AG
271
Ascent Group
Virginia
$6.25M
FPAS
272
Focus Partners Advisor Solutions
Missouri
$6.25M
GVAG
273
Great Valley Advisor Group
Delaware
$6.06M
BWM
274
Brown Wealth Management
Illinois
$6.04M
BWA
275
Burt Wealth Advisors
Maryland
$6.03M