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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
PA
326
Pinnacle Associates
New York
$4.95M -$548K -10,884 -10%
RFP
327
RCS Financial Planning
Maryland
$4.94M +$62.7K +1,247 +1%
PWMAG
328
Pinnacle Wealth Management Advisory Group
New Jersey
$4.91M -$508K -10,093 -9%
JFA
329
JNBA Financial Advisors
Minnesota
$4.91M -$1M -19,926 -17%
W
330
WealthCollab
Washington
$4.81M +$295K +5,861 +7%
EP
331
Edgestream Partners
New Jersey
$4.81M -$2.28M -45,407 -32%
AC
332
Asio Capital
Kentucky
$4.79M -$442K -8,775 -8%
AWM
333
Axxcess Wealth Management
California
$4.72M +$798K +15,852 +20%
EPA
334
Element Pointe Advisors
Florida
$4.67M +$333K +6,608 +8%
BPAMU
335
BTG Pactual Asset Management US
New York
$4.64M +$798K +15,856 +20%
LIA
336
LifePlan Investment Advisors
North Carolina
$4.62M +$55.5K +1,103 +1%
TGAM
337
TBH Global Asset Management
Tennessee
$4.61M +$125K +2,486 +3%
FA
338
Finhabits Advisors
New York
$4.57M +$4.57M +90,914 New
TCM
339
TD Capital Management
Tennessee
$4.52M -$18.1K -360 -0.4%
DC
340
Davenport & Co
Virginia
$4.51M -$157K -3,130 -3%
MPW
341
MGO Private Wealth
California
$4.51M -$78.1K -1,553 -2%
DE
342
Diversified Enterprises
Delaware
$4.45M +$535K +10,623 +14%
UB
343
UMB Bank
Missouri
$4.43M -$1.46M -29,071 -25%
EWA
344
Exencial Wealth Advisors
Oklahoma
$4.39M -$391K -7,762 -8%
WPW
345
Watershed Private Wealth
Illinois
$4.39M +$19.1K +379 +0.4%
CWA
346
Crusonia Wealth Advisors
Colorado
$4.34M +$4.35M +86,393 New
BAAM
347
Baker Avenue Asset Management
California
$4.34M +$184K +3,657 +4%
ASN
348
Advisory Services Network
Georgia
$4.33M +$669K +13,295 +18%
APC
349
Aspire Private Capital
North Carolina
$4.33M -$536K -10,643 -11%
GWM
350
Grand Wealth Management
Michigan
$4.33M +$187K +3,723 +5%