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Vanguard Tax-Exempt Bond Index Fund

1,312 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 179 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

159% more first-time investments, than exits

New positions opened: 179 | 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: 1,2291,312 (+83)

0.69% less ownership

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

Holders
1,312
Holders Change
+83
Holders Change %
+6.75%
% of All Funds
15.96%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
179
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
IA
301
IFP Advisors
Florida
$5.73M +$864K +17,163 +18%
RIA
302
Retirement Investment Advisors
Oklahoma
$5.61M +$712K +14,158 +15%
BC
303
Bowman & Company
Wisconsin
$5.57M -$62.3K -1,238 -1%
CFP
304
Cascade Financial Partners
California
$5.54M -$5.94K -118 -0.1%
VFP
305
Vested Financial Planning
California
$5.53M +$392K +7,790 +8%
MOS
306
MGO One Seven
Ohio
$5.52M +$1.81M +36,017 +49%
SFO
307
Stokes Family Office
Louisiana
$5.47M -$46.2K -918 -0.8%
SIG
308
Sargent Investment Group
Maryland
$5.46M +$408K +8,115 +8%
VWM
309
Verus Wealth Management
Wisconsin
$5.37M +$674K +13,395 +14%
NL
310
NWAM LLC
Washington
$5.33M -$440K -8,742 -8%
EF
311
Envision Financial
Wisconsin
$5.33M +$572K +11,361 +12%
Luther King Capital Management (LKCM)
312
Luther King Capital Management (LKCM)
Texas
$5.33M
LWPC
313
Legacy Wealth Partners (Colorado)
Colorado
$5.29M +$5.29M +105,194 New
TFG
314
Tilson Financial Group
New Jersey
$5.28M -$2.29M -45,509 -30%
VAG
315
Vannoy Advisory Group
Texas
$5.24M +$389K +7,731 +8%
BMC
316
Bear Mountain Capital
Washington
$5.19M +$4.16M +82,764 +418%
KF
317
K2 Financial
California
$5.16M -$62.1K -1,235 -1%
1WM
318
1900 Wealth Management
Texas
$5.15M +$132K +2,626 +3%
EWA
319
EverSource Wealth Advisors
Alabama
$5.11M +$534K +10,612 +12%
STA
320
Shade Tree Advisors
New York
$5.11M +$267K +5,316 +6%
DPI
321
Diversified Portfolios Inc
Michigan
$5.1M -$65.6K -1,304 -1%
PIMG
322
Patriot Investment Management Group
Tennessee
$5.08M +$68K +1,351 +1%
I
323
INVST
Indiana
$5.07M +$252K +5,011 +5%
NFS
324
NewCorp Financial Services
Georgia
$4.98M +$4.98M +99,043 New
UBS AM
325
UBS AM
Illinois
$4.97M +$4.97M +98,848 New