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Vanguard Tax-Exempt Bond Index Fund

1,311 hedge funds and large institutions have $32.3B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 612 increasing their positions, 367 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $6.61M

158% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 69

67% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 367

11% more capital invested

Capital invested by funds: $28.9B → $32.3B (+$3.31B)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

7% more funds holding

Funds holding: 1,2291,311 (+82)

0.69% less ownership

Funds ownership: 73.3%72.61% (-0.69%)

Holders
1,311
Holders Change
+82
Holders Change %
+6.67%
% of All Funds
15.95%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
178
Increased
612
Reduced
367
Closed
69
Calls
$45.3M
Puts
$6.61M
Net Calls
+$38.7M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
276
Goodman Advisory Group
Massachusetts
$6.73M -$70K -1,391 -1%
BCI
277
Brinker Capital Investments
Pennsylvania
$6.71M +$303K +6,014 +5%
SC
278
Schiavi & Co
Delaware
$6.67M -$925K -18,374 -12%
PS
279
Principal Securities
Iowa
$6.63M +$107K +2,134 +2%
MSF
280
Mustard Seed Financial
Arkansas
$6.53M +$185K +3,685 +3%
LOWM
281
Laurel Oak Wealth Management
New Jersey
$6.51M +$6.51M +129,442 New
MNBTD
282
Moody National Bank Trust Division
Texas
$6.43M -$4.2M -83,380 -39%
ZAM
283
Zevin Asset Management
Massachusetts
$6.42M +$6.42M +127,580 New
MFS
284
McNamara Financial Services
Massachusetts
$6.37M -$555K -11,024 -8%
CT
285
Coastline Trust
Rhode Island
$6.35M -$382K -7,601 -6%
AW
286
Alaethes Wealth
Nevada
$6.34M -$661K -13,136 -9%
DB
287
Dravo Bay
Delaware
$6.34M -$867K -17,228 -12%
BWM
288
Brown Wealth Management
Illinois
$6.31M +$244K +4,849 +4%
CWMK
289
Caliber Wealth Management (Kansas)
Kansas
$6.26M -$136K -2,699 -2%
HFA
290
High Falls Advisors
New York
$6.25M -$429K -8,531 -6%
SI
291
Stephens Inc
Arkansas
$6.24M +$2.06M +41,017 +49%
GRP
292
Global Retirement Partners
California
$6.16M +$4.67M +92,749 +313%
AG
293
Ascent Group
Virginia
$6.08M -$191K -3,790 -3%
ERIC
294
Eagle Rock Investment Company
Georgia
$6.04M +$110K +2,189 +2%
SCA
295
Stonebridge Capital Advisors
Minnesota
$5.99M +$195K +3,868 +3%
BEI
296
Benjamin Edwards Inc
Missouri
$5.94M +$272K +5,398 +5%
LRIA
297
Leonard Rickey Investment Advisors
Washington
$5.93M +$75.9K +1,509 +1%
VWA
298
Visionary Wealth Advisors
Illinois
$5.91M +$1.89M +37,579 +47%
SHF
299
Stage Harbor Financial
Massachusetts
$5.81M
AFTS
300
American Financial & Tax Strategies
New York
$5.74M -$33.4K -664 -0.6%