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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
WPW
301
Watershed Private Wealth
Illinois
$5.03M
AAS
302
Avantax Advisory Services
Texas
$5.01M
PCMC
303
Paragon Capital Management (Colorado)
Colorado
$5.01M
GWS
304
Glassman Wealth Services
Virginia
$4.97M
BEI
305
Benjamin Edwards Inc
Missouri
$4.93M
MCM
306
MAI Capital Management
Ohio
$4.88M
KF
307
K2 Financial
California
$4.86M
RFP
308
RCS Financial Planning
Maryland
$4.84M
EPA
309
Element Pointe Advisors
Florida
$4.84M
Susquehanna International Group
310
Susquehanna International Group
Pennsylvania
$4.83M
DC
311
Davenport & Co
Virginia
$4.79M
CIA
312
Concurrent Investment Advisors
Florida
$4.76M
MF
313
Manuka Financial
Virginia
$4.72M
SWM
314
SigFig Wealth Management
California
$4.7M
OFP
315
OLIO Financial Planning
Virginia
$4.68M
BNP Paribas Financial Markets
316
BNP Paribas Financial Markets
France
$4.67M
MLA
317
My Legacy Advisors
Oregon
$4.66M
WA
318
Wealth Alliance
New York
$4.64M
BA
319
Bristlecone Advisors
Washington
$4.62M
EWA
320
Exencial Wealth Advisors
Oklahoma
$4.6M
RIA
321
Retirement Investment Advisors
Oklahoma
$4.57M
MWP
322
Meridian Wealth Partners
Pennsylvania
$4.56M
MSF
323
Mustard Seed Financial
Arkansas
$4.56M
SIG
324
Sargent Investment Group
Maryland
$4.55M
PJSIMP
325
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.54M