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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
CPIG
401
Chicago Partners Investment Group
Illinois
$3.14M
EWM
402
Elmwood Wealth Management
California
$3.13M
WMA
403
William Mack & Associates
Michigan
$3.13M
CAAM
404
Cornerstone Advisors Asset Management
Pennsylvania
$3.13M
VAF
405
Values Added Financial
District of Columbia
$3.12M
LL
406
LPWM LLC
Minnesota
$3.12M
MWM
407
McNaughton Wealth Management
California
$3.11M
SC
408
Sepio Capital
Utah
$3.1M
MWM
409
Meridian Wealth Management
Kentucky
$3.09M
SFP
410
Sterling Financial Planning
New Jersey
$3.09M
EFN
411
Equita Financial Network
Pennsylvania
$3.09M
CAAS
412
Capital Asset Advisory Services
Michigan
$3.07M
LW
413
Linscomb Wealth
Texas
$3.06M
RWM
414
Rockwood Wealth Management
Pennsylvania
$3.02M
PP
415
PrairieView Partners
Minnesota
$3.01M
SW
416
SteelPeak Wealth
California
$3M
SCG
417
Sonata Capital Group
Washington
$2.96M
EP
418
Edgestream Partners
New Jersey
$2.94M
GWM
419
Grand Wealth Management
Michigan
$2.94M
HW
420
Hancock Whitney
Mississippi
$2.93M
AIM
421
Advyzon Investment Management
Illinois
$2.92M
SA
422
Sincerus Advisory
New York
$2.91M
Kovitz Investment Group Partners
423
Kovitz Investment Group Partners
Illinois
$2.91M
GWWM
424
Great Waters Wealth Management
Minnesota
$2.91M
LKBC
425
L.K. Benson & Company
Maryland
$2.9M