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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
SCTC
276
Sanibel Captiva Trust Company
Florida
$6.02M
CIA
277
Concurrent Investment Advisors
Florida
$5.91M
ERIC
278
Eagle Rock Investment Company
Georgia
$5.9M
CTWM
279
Cherry Tree Wealth Management
Minnesota
$5.89M
JFA
280
JNBA Financial Advisors
Minnesota
$5.88M
UB
281
UMB Bank
Missouri
$5.86M
LRIA
282
Leonard Rickey Investment Advisors
Washington
$5.83M
SHF
283
Stage Harbor Financial
Massachusetts
$5.78M
MCM
284
MAI Capital Management
Ohio
$5.78M
SCA
285
Stonebridge Capital Advisors
Minnesota
$5.77M
AFTS
286
American Financial & Tax Strategies
New York
$5.75M
BEI
287
Benjamin Edwards Inc
Missouri
$5.64M
BC
288
Bowman & Company
Wisconsin
$5.61M
CFP
289
Cascade Financial Partners
California
$5.52M
SMA
290
Sage Mountain Advisors
Georgia
$5.5M
SQA
291
Simon Quick Advisors
New Jersey
$5.5M
SFO
292
Stokes Family Office
Louisiana
$5.5M
Luther King Capital Management (LKCM)
293
Luther King Capital Management (LKCM)
Texas
$5.47M
PA
294
Pinnacle Associates
New York
$5.47M
YCG
295
Yeomans Consulting Group
Georgia
$5.44M
PWMAG
296
Pinnacle Wealth Management Advisory Group
New Jersey
$5.39M
AC
297
Asio Capital
Kentucky
$5.2M
KF
298
K2 Financial
California
$5.2M
DPI
299
Diversified Portfolios Inc
Michigan
$5.15M
VFP
300
Vested Financial Planning
California
$5.12M