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Vanguard Tax-Exempt Bond Index Fund

1,216 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 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 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 (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
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
BA
326
Bristlecone Advisors
Washington
$4.38M
WPW
327
Watershed Private Wealth
Illinois
$4.35M
EPA
328
Element Pointe Advisors
Florida
$4.32M
SI
329
Stephens Inc
Arkansas
$4.16M
BAAM
330
Baker Avenue Asset Management
California
$4.14M
OFP
331
OLIO Financial Planning
Virginia
$4.14M
EFH
332
Eaton Financial Holdings
Florida
$4.13M
PFP
333
Pinnacle Financial Partners
Tennessee
$4.13M
GWM
334
Grand Wealth Management
Michigan
$4.12M
VC
335
Vicus Capital
Pennsylvania
$4.08M
PSCM
336
Per Stirling Capital Management
Texas
$4.06M
Thrivent Financial for Lutherans
337
Thrivent Financial for Lutherans
Minnesota
$4.05M
ODA
338
One Degree Advisors
California
$4.02M
MWM
339
Meridian Wealth Management
Kentucky
$4.02M
BWM
340
BCGM Wealth Management
Indiana
$4.01M
VWA
341
Visionary Wealth Advisors
Illinois
$4M
FLA
342
Financial Life Advisors
Texas
$3.98M
KLI
343
Kelman-Lazarov Inc
Tennessee
$3.94M
FAT
344
First American Trust
California
$3.94M
TFP
345
Traction Financial Partners
Wyoming
$3.92M
HPA
346
High Probability Advisors
New York
$3.92M
AWM
347
Axxcess Wealth Management
California
$3.91M
DE
348
Diversified Enterprises
Delaware
$3.9M
ML
349
McAdam LLC
Pennsylvania
$3.9M
CAG
350
Compass Advisory Group
New York
$3.9M