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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
IWS
376
Insight Wealth Strategies
California
$3.61M
RFO
377
RiverGlades Family Offices
Florida
$3.6M
Envestnet Portfolio Solutions
378
Envestnet Portfolio Solutions
Illinois
$3.58M
CAG
379
Compass Advisory Group
New York
$3.56M
I
380
INVST
Indiana
$3.52M
EWA
381
Evolution Wealth Advisors
Florida
$3.49M
MWM
382
Modern Wealth Management
Kansas
$3.46M
TFO
383
Timonier Family Office
North Carolina
$3.43M
WIA
384
World Investment Advisors
California
$3.4M
GT
385
Glenview Trust
Kentucky
$3.39M
AIS
386
American Investment Services
Massachusetts
$3.37M
CAM
387
Cresset Asset Management
Illinois
$3.36M
FPAS
388
Focus Partners Advisor Solutions
Missouri
$3.29M
CWM
389
Cornerstone Wealth Management
Missouri
$3.28M
CFD
390
Creative Financial Designs
Indiana
$3.27M
EA
391
Enclave Advisors
Texas
$3.27M
JWCA
392
J.W. Cole Advisors
Florida
$3.27M
ATS
393
Ashton Thomas Securities
New York
$3.26M
SVWG
394
Shared Vision Wealth Group
United States
$3.2M
TIM
395
Tortoise Investment Management
New York
$3.19M
RIM
396
Rockbridge Investment Management
New York
$3.18M
NL
397
NWAM LLC
Washington
$3.17M
VWA
398
VSM Wealth Advisory
Maryland
$3.16M
TFA
399
TPG Financial Advisors
Oregon
$3.15M
EFP
400
Elser Financial Planning
Indiana
$3.14M