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Vanguard Tax-Exempt Bond Index Fund

1,216 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 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 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 (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
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
Kovitz Investment Group Partners
426
Kovitz Investment Group Partners
Illinois
$2.91M
CCG
427
Chatham Capital Group
Georgia
$2.91M
SIP
428
Sellwood Investment Partners
Oregon
$2.91M
BC
429
Burney Company
Virginia
$2.9M
PF
430
Penney Financial
Texas
$2.9M
DAS
431
Dynamic Advisor Solutions
Arizona
$2.86M
BDF
432
Black Diamond Financial
Maryland
$2.8M
SCA
433
Strathmore Capital Advisors
North Carolina
$2.79M
CAG
434
Csenge Advisory Group
Florida
$2.77M
RFO
435
RiverGlades Family Offices
Florida
$2.74M
SAM
436
SP Asset Management
California
$2.74M
CMBA
437
C.M. Bidwell & Associates
Hawaii
$2.73M
AAP
438
Arax Advisory Partners
Colorado
$2.71M
CSP
439
Cary Street Partners
Virginia
$2.68M
PCMC
440
Paragon Capital Management (Colorado)
Colorado
$2.68M
ORC
441
O'Rourke & Company
Massachusetts
$2.66M
SW
442
Simplicity Wealth
New Jersey
$2.65M
FWP
443
Fiduciary Wealth Partners
Massachusetts
$2.65M
MGIA
444
Moneta Group Investment Advisors
Missouri
$2.65M
HI
445
Harbour Investments
Wisconsin
$2.63M
CFS
446
Cannon Financial Strategists
Georgia
$2.61M
Janney Montgomery Scott
447
Janney Montgomery Scott
Pennsylvania
$2.61M
RWM
448
Rockwood Wealth Management
Pennsylvania
$2.6M
MSFS
449
Main Street Financial Solutions
Pennsylvania
$2.59M
APW
450
Acima Private Wealth
Virginia
$2.58M