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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
BAAM
351
Baker Avenue Asset Management
California
$3.94M
UW
352
Unique Wealth
Florida
$3.93M
DE
353
Diversified Enterprises
Delaware
$3.93M
BWM
354
BCGM Wealth Management
Indiana
$3.92M
IA
355
IFP Advisors
Florida
$3.92M
PSCM
356
Per Stirling Capital Management
Texas
$3.91M
NDSI
357
Newman Dignan & Sheerar Inc
Rhode Island
$3.9M
TFP
358
Traction Financial Partners
Wyoming
$3.89M
ML
359
McAdam LLC
Pennsylvania
$3.85M
FGG
360
Financial Guidance Group
Florida
$3.85M
CWM
361
Congress Wealth Management
Massachusetts
$3.82M
UF
362
Univest Financial
Pennsylvania
$3.8M
FLA
363
Financial Life Advisors
Texas
$3.78M
AWM
364
Axxcess Wealth Management
California
$3.76M
RA
365
RFG Advisory
Alabama
$3.73M
RSWM
366
Robertson Stephens Wealth Management
California
$3.73M
VAG
367
Vannoy Advisory Group
Texas
$3.72M
HPA
368
High Probability Advisors
New York
$3.71M
MPW
369
MGO Private Wealth
California
$3.71M
MAV
370
Mason & Associates (Virginia)
Virginia
$3.71M
AWM
371
Apollon Wealth Management
South Carolina
$3.7M
FAT
372
First American Trust
California
$3.7M
HWM
373
Hassell Wealth Management
Louisiana
$3.67M
FFP
374
FourThought Financial Partners
Florida
$3.65M
Fisher Asset Management
375
Fisher Asset Management
Washington
$3.62M