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Vanguard Tax-Exempt Bond Index Fund

1,223 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 102 funds opening new positions, 529 increasing their positions, 438 reducing their positions, and 63 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 (+$966M)

4.81% less ownership

Funds ownership: 78.06%73.25% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,223
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
RIM
376
Rockbridge Investment Management
New York
$3.42M
PJSIMP
377
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.42M
CWM
378
Cornerstone Wealth Management
Missouri
$3.4M
AWM
379
Apollon Wealth Management
South Carolina
$3.4M
SAI
380
Savvy Advisors Inc
New York
$3.4M
CAL
381
Capital Analysts LLC
Pennsylvania
$3.4M
DWT
382
Dorsey & Whitney Trust
South Dakota
$3.39M
CFP
383
Catalyst Financial Partners
Massachusetts
$3.39M
GT
384
Glenview Trust
Kentucky
$3.38M
TIM
385
Tortoise Investment Management
New York
$3.36M
WMA
386
William Mack & Associates
Michigan
$3.36M
UF
387
Univest Financial
Pennsylvania
$3.35M
CAAS
388
Capital Asset Advisory Services
Michigan
$3.34M
LW
389
Linscomb Wealth
Texas
$3.34M
VAF
390
Values Added Financial
District of Columbia
$3.34M
MWM
391
Modern Wealth Management
Kansas
$3.33M
SVWG
392
Shared Vision Wealth Group
United States
$3.31M
CFD
393
Creative Financial Designs
Indiana
$3.3M
EFP
394
Elser Financial Planning
Indiana
$3.29M
MWA
395
Motive Wealth Advisors
Michigan
$3.27M
LL
396
LPWM LLC
Minnesota
$3.26M
WIA
397
World Investment Advisors
California
$3.25M
SFP
398
Sterling Financial Planning
New Jersey
$3.24M
BCM
399
Blume Capital Management
California
$3.23M
JWCA
400
J.W. Cole Advisors
Florida
$3.23M