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Vanguard Tax-Exempt Bond Index Fund

1,187 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.92%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
99
Increased
495
Reduced
457
Closed
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
401
Elmwood Wealth Management
California
$3.13M +$54.7K +1,115 +2%
CAAM
402
Cornerstone Advisors Asset Management
Pennsylvania
$3.13M -$20.1K -410 -0.6%
VAF
403
Values Added Financial
District of Columbia
$3.12M -$2.14M -43,734 -41%
LL
404
LPWM LLC
Minnesota
$3.12M +$2.35M +47,996 +306%
MWM
405
McNaughton Wealth Management
California
$3.11M -$937K -19,121 -23%
SC
406
Sepio Capital
Utah
$3.1M -$578K -11,782 -16%
MWM
407
Meridian Wealth Management
Kentucky
$3.09M -$95.2K -1,942 -3%
SFP
408
Sterling Financial Planning
New Jersey
$3.09M +$26.4K +539 +0.9%
EFN
409
Equita Financial Network
Pennsylvania
$3.09M -$1.34M -27,389 -30%
CAAS
410
Capital Asset Advisory Services
Michigan
$3.07M -$303K -6,194 -9%
LW
411
Linscomb Wealth
Texas
$3.06M +$77.5K +1,580 +3%
RWM
412
Rockwood Wealth Management
Pennsylvania
$3.02M -$2.25M -45,969 -43%
PP
413
PrairieView Partners
Minnesota
$3.01M -$1.26M -25,722 -30%
SW
414
SteelPeak Wealth
California
$3M +$97.5K +1,989 +3%
SCG
415
Sonata Capital Group
Washington
$2.96M +$53.9K +1,100 +2%
EP
416
Edgestream Partners
New Jersey
$2.94M -$197K -4,016 -6%
GWM
417
Grand Wealth Management
Michigan
$2.94M +$510K +10,395 +21%
HW
418
Hancock Whitney
Mississippi
$2.93M
AIM
419
Advyzon Investment Management
Illinois
$2.92M -$294K -6,001 -9%
SA
420
Sincerus Advisory
New York
$2.91M +$983K +20,244 +51%
Kovitz Investment Group Partners
421
Kovitz Investment Group Partners
Illinois
$2.91M +$1.51M +30,833 +108%
GWWM
422
Great Waters Wealth Management
Minnesota
$2.91M -$58.2K -1,186 -2%
LKBC
423
L.K. Benson & Company
Maryland
$2.9M +$676K +13,779 +30%
FB
424
Fulton Bank
Pennsylvania
$2.9M +$211K +4,305 +8%
BPAMU
425
BTG Pactual Asset Management US
New York
$2.9M +$262K +5,349 +10%