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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
CWMK
276
Caliber Wealth Management (Kansas)
Kansas
$6.02M
CAWM
277
Capital Advisors Wealth Management
Washington
$5.95M
AFTS
278
American Financial & Tax Strategies
New York
$5.86M
AG
279
Ascent Group
Virginia
$5.83M
BC
280
Bowman & Company
Wisconsin
$5.81M
DWM
281
Dynasty Wealth Management
Florida
$5.64M
GVAG
282
Great Valley Advisor Group
Delaware
$5.6M
IAN
283
Integrated Advisors Network
Texas
$5.6M
GLLW
284
Graves Light Lenhart Wealth
Virginia
$5.55M
CTWM
285
Cherry Tree Wealth Management
Minnesota
$5.53M
SCA
286
Stonebridge Capital Advisors
Minnesota
$5.51M
Luther King Capital Management (LKCM)
287
Luther King Capital Management (LKCM)
Texas
$5.49M
SHF
288
Stage Harbor Financial
Massachusetts
$5.44M
ODA
289
One Degree Advisors
California
$5.4M
TGAM
290
TBH Global Asset Management
Tennessee
$5.35M
HDIM
291
Hanson & Doremus Investment Management
Vermont
$5.32M
ERIC
292
Eagle Rock Investment Company
Georgia
$5.28M
PIMG
293
Patriot Investment Management Group
Tennessee
$5.26M
PA
294
Pinnacle Associates
New York
$5.25M
CISOA
295
Capital Investment Services of America
Wisconsin
$5.24M
YCG
296
Yeomans Consulting Group
Georgia
$5.18M
PWMAG
297
Pinnacle Wealth Management Advisory Group
New Jersey
$5.16M
ASN
298
Advisory Services Network
Georgia
$5.13M
JFA
299
JNBA Financial Advisors
Minnesota
$5.11M
VFP
300
Vested Financial Planning
California
$5.07M