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Vanguard Tax-Exempt Bond Index Fund

1,223 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 102 funds opening new positions, 529 increasing their positions, 438 reducing their positions, and 63 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 (+$966M)

4.81% less ownership

Funds ownership: 78.06%73.25% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,223
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
VFP
301
Vested Financial Planning
California
$5.12M
SIG
302
Sargent Investment Group
Maryland
$5.03M
PIMG
303
Patriot Investment Management Group
Tennessee
$4.99M
1WM
304
1900 Wealth Management
Texas
$4.99M
RIA
305
Retirement Investment Advisors
Oklahoma
$4.88M
RFP
306
RCS Financial Planning
Maryland
$4.86M
IA
307
IFP Advisors
Florida
$4.85M
APC
308
Aspire Private Capital
North Carolina
$4.84M
VAG
309
Vannoy Advisory Group
Texas
$4.83M
STA
310
Shade Tree Advisors
New York
$4.82M
I
311
INVST
Indiana
$4.8M
EWA
312
Exencial Wealth Advisors
Oklahoma
$4.76M
CISOA
313
Capital Investment Services of America
Wisconsin
$4.75M
EF
314
Envision Financial
Wisconsin
$4.74M
GWS
315
Glassman Wealth Services
Virginia
$4.69M
VWM
316
Verus Wealth Management
Wisconsin
$4.67M
MWP
317
Meridian Wealth Partners
Pennsylvania
$4.66M
DC
318
Davenport & Co
Virginia
$4.65M
WFP
319
Wrenne Financial Planning
Kentucky
$4.65M
TC
320
TAGStone Capital
North Carolina
$4.58M
MPW
321
MGO Private Wealth
California
$4.57M
MI
322
Moneywise Inc
Virginia
$4.57M
EWA
323
EverSource Wealth Advisors
Alabama
$4.56M
LIA
324
LifePlan Investment Advisors
North Carolina
$4.55M
TCM
325
TD Capital Management
Tennessee
$4.52M