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Vanguard Tax-Exempt Bond Index Fund

1,312 hedge funds and large institutions have $32.3B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 612 increasing their positions, 367 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $6.61M

159% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 69

67% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 367

11% more capital invested

Capital invested by funds: $28.9B → $32.3B (+$3.31B)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

7% more funds holding

Funds holding: 1,2291,312 (+83)

0.69% less ownership

Funds ownership: 73.3%72.61% (-0.69%)

Holders
1,312
Holders Change
+83
Holders Change %
+6.75%
% of All Funds
15.96%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
179
Increased
612
Reduced
367
Closed
69
Calls
$45.3M
Puts
$6.61M
Net Calls
+$38.7M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
401
William Mack & Associates
Michigan
$3.47M +$100K +1,990 +3%
DWM
402
Dakota Wealth Management
Florida
$3.47M +$3.03M +60,248 +686%
CFD
403
Creative Financial Designs
Indiana
$3.46M +$141K +2,807 +4%
RIM
404
Rockbridge Investment Management
New York
$3.45M +$12.9K +257 +0.4%
CMP
405
Christine Messmer PC
Pennsylvania
$3.43M +$3.44M +68,269 New
SC
406
Steph & Co
Wisconsin
$3.42M -$19.9K -396 -0.6%
DWM
407
Diversify Wealth Management
Utah
$3.4M +$3.1M +61,707 +1,100%
B
408
Bailard
California
$3.39M +$899K +17,875 +36%
RW
409
Rede Wealth
Virginia
$3.39M +$3.39M +67,318 New
TIM
410
Tortoise Investment Management
New York
$3.37M -$10.6K -210 -0.3%
LL
411
LPWM LLC
Minnesota
$3.37M +$95.1K +1,890 +3%
CPIG
412
Chicago Partners Investment Group
Illinois
$3.36M +$197K +3,924 +6%
SAI
413
Savvy Advisors Inc
New York
$3.35M -$68.1K -1,353 -2%
JIC
414
Joel Isaacson & Co
New York
$3.34M +$299K +5,934 +10%
SIP
415
Sellwood Investment Partners
Oregon
$3.33M +$414K +8,228 +14%
CFP
416
Catalyst Financial Partners
Massachusetts
$3.33M -$80.1K -1,591 -2%
PJSIMP
417
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.32M -$113K -2,245 -3%
CWM
418
Cornerstone Wealth Management
Missouri
$3.32M -$100K -1,989 -3%
VAF
419
Values Added Financial
District of Columbia
$3.3M -$55.2K -1,097 -2%
MWA
420
Motive Wealth Advisors
Michigan
$3.3M +$16K +318 +0.5%
EWM
421
Elmwood Wealth Management
California
$3.29M +$85K +1,690 +3%
FFP
422
FourThought Financial Partners
Florida
$3.28M +$61.8K +1,229 +2%
CAAM
423
Cornerstone Advisors Asset Management
Pennsylvania
$3.26M +$53.7K +1,068 +2%
BCM
424
Blume Capital Management
California
$3.25M
TFA
425
TPG Financial Advisors
Oregon
$3.23M