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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
MLA
426
MB, Levis & Associates
Pennsylvania
$3.22M -$855 -17 -0%
SVWG
427
Shared Vision Wealth Group
United States
$3.21M -$94.5K -1,878 -3%
AIM
428
Advyzon Investment Management
Illinois
$3.19M +$98.1K +1,950 +3%
HW
429
Hancock Whitney
Mississippi
$3.17M +$58.1K +1,154 +2%
GGS
430
Galvin Gaustad & Stein
Arizona
$3.14M +$40.9K +812 +1%
FB
431
Fulton Bank
Pennsylvania
$3.14M +$133K +2,647 +4%
MMPW
432
Mitchell McLeod Pugh & Williams
Alabama
$3.14M +$118K +2,342 +4%
UCFA
433
United Capital Financial Advisors
Texas
$3.13M +$1.87M +37,098 +147%
TFO
434
Timonier Family Office
North Carolina
$3.13M -$327K -6,499 -9%
AWM
435
Apollon Wealth Management
South Carolina
$3.07M -$342K -6,790 -10%
CSP
436
Cary Street Partners
Virginia
$3.07M +$375K +7,459 +14%
OWM
437
Opes Wealth Management
California
$3.07M +$65.4K +1,300 +2%
KWM
438
Kingsview Wealth Management
Oregon
$3.05M -$678K -13,481 -18%
PF
439
PlanWiser Financial
Colorado
$3.04M +$73.5K +1,461 +2%
BC
440
Burney Company
Virginia
$3.04M +$132K +2,619 +5%
IAA
441
Independent Advisor Alliance
North Carolina
$3.02M +$807K +16,029 +36%
PFA
442
Pure Financial Advisors
California
$3.01M +$588K +11,681 +24%
MWM
443
McNaughton Wealth Management
California
$3M -$217K -4,309 -7%
TC
444
Trust Company
Kansas
$2.99M +$2.98M +59,212 +27,037%
SW
445
Simplicity Wealth
New Jersey
$2.98M +$311K +6,180 +12%
SA
446
Sincerus Advisory
New York
$2.96M -$235K -4,667 -7%
FCP
447
Fidelis Capital Partners
Florida
$2.94M +$754K +14,988 +34%
RA
448
RFG Advisory
Alabama
$2.91M -$861K -17,120 -23%
NDSI
449
Newman Dignan & Sheerar Inc
Rhode Island
$2.91M -$108K -2,138 -4%
MSFS
450
Main Street Financial Solutions
Pennsylvania
$2.9M +$300K +5,966 +12%