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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 178 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

158% more first-time investments, than exits

New positions opened: 178 | 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: 1,2301,312 (+82)

0.69% less ownership

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

Holders
1,312
Holders Change
+82
Holders Change %
+6.67%
% 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
178
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
IWM
451
IHT Wealth Management
Illinois
$2.88M +$359K +7,143 +14%
CF
452
Conquis Financial
California
$2.84M +$818K +16,266 +40%
SCM
453
Steele Capital Management
Iowa
$2.83M +$380K +7,550 +16%
VWA
454
VSM Wealth Advisory
Maryland
$2.82M -$328K -6,528 -10%
BFP
455
Brewster Financial Planning
New York
$2.81M +$332K +6,602 +13%
GWWM
456
Great Waters Wealth Management
Minnesota
$2.8M -$125K -2,494 -4%
SCA
457
Strathmore Capital Advisors
North Carolina
$2.8M
SWM
458
SigFig Wealth Management
California
$2.79M +$361K +7,176 +15%
Fisher Asset Management
459
Fisher Asset Management
Washington
$2.78M -$848K -16,856 -23%
CAM
460
Cresset Asset Management
Illinois
$2.78M +$139K +2,759 +5%
SAM
461
SP Asset Management
California
$2.78M +$24.1K +478 +0.9%
CAG
462
Csenge Advisory Group
Florida
$2.75M -$37.8K -751 -1%
RWM
463
Rockwood Wealth Management
Pennsylvania
$2.75M +$130K +2,589 +5%
CMBA
464
C.M. Bidwell & Associates
Hawaii
$2.75M +$2.06K +41 +0.1%
VA
465
VestGen Advisors
Illinois
$2.74M +$430K +8,539 +19%
SCG
466
Sonata Capital Group
Washington
$2.73M +$231K +4,600 +9%
CA
467
CGN Advisors
Kansas
$2.73M -$341K -6,784 -11%
Janney Montgomery Scott
468
Janney Montgomery Scott
Pennsylvania
$2.72M +$101K +2,010 +4%
EA
469
Eclectic Associates
California
$2.72M +$157K +3,130 +6%
DJSG
470
D.J. St. Germain
Massachusetts
$2.71M +$245K +4,874 +10%
JWCA
471
J.W. Cole Advisors
Florida
$2.71M -$533K -10,601 -16%
FA
472
FDx Advisors
Illinois
$2.69M +$143K +2,851 +6%
HAG
473
HighPoint Advisor Group
Illinois
$2.69M +$2.69M +53,551 New
PCMC
474
Paragon Capital Management (Colorado)
Colorado
$2.68M -$5.79K -115 -0.2%
FPI
475
Financial Plan Inc
Washington
$2.68M +$2.68M +53,228 New