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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
FGG
351
Financial Guidance Group
Florida
$3.87M
UW
352
Unique Wealth
Florida
$3.86M
William Blair & Company
353
William Blair & Company
Illinois
$3.86M
BPAMU
354
BTG Pactual Asset Management US
New York
$3.86M
AIS
355
American Investment Services
Massachusetts
$3.84M
WAP
356
Wealthcare Advisory Partners
Pennsylvania
$3.81M
HWM
357
Hassell Wealth Management
Louisiana
$3.79M
AI
358
Atria Investments
North Carolina
$3.76M
RA
359
RFG Advisory
Alabama
$3.76M
AIC
360
Allodium Investment Consultants
Minnesota
$3.74M
KWM
361
Kingsview Wealth Management
Oregon
$3.71M
MAV
362
Mason & Associates (Virginia)
Virginia
$3.71M
MOS
363
MGO One Seven
Ohio
$3.69M
Bessemer Group
364
Bessemer Group
New Jersey
$3.68M
WA
365
Wealth Alliance
New York
$3.65M
ASN
366
Advisory Services Network
Georgia
$3.64M
LKBC
367
L.K. Benson & Company
Maryland
$3.64M
Fisher Asset Management
368
Fisher Asset Management
Washington
$3.62M
IWS
369
Insight Wealth Strategies
California
$3.61M
SC
370
Sepio Capital
Utah
$3.49M
TFO
371
Timonier Family Office
North Carolina
$3.44M
SC
372
Steph & Co
Wisconsin
$3.43M
PPH
373
Pure Portfolios Holdings
Oregon
$3.42M
RIM
374
Rockbridge Investment Management
New York
$3.42M
PJSIMP
375
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.42M