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Vanguard Tax-Exempt Bond Index Fund

1,341 hedge funds and large institutions have $28.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 653 increasing their positions, 383 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 59

70% more repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 383

4% more funds holding in top 10

Funds holding in top 10: 8588 (+3)

2% more funds holding

Funds holding: 1,3111,341 (+30)

4.27% less ownership

Funds ownership: 72.61%68.34% (-4.3%)

13% less capital invested

Capital invested by funds: $32.3B → $28.2B (-$4.1B)

25% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $15.8M

Holders
1,341
Holders Change
+30
Holders Change %
+2.29%
% of All Funds
16.52%
Holding in Top 10
88
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.53%
% of All Funds
1.08%
New
120
Increased
653
Reduced
383
Closed
59
Calls
$11.8M
Puts
$15.8M
Net Calls
-$4M
Net Calls Change
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
26
Aspiriant LLC
California
$211M -$3.54M -70,098 -2%
VAI
27
Vanguard Advisers Inc
Pennsylvania
$192M +$195M +3,852,209 New
US Bancorp
28
US Bancorp
Minnesota
$174M -$821K -16,267 -0.5%
OWM
29
Orgel Wealth Management
Wisconsin
$173M -$4.63M -91,781 -3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$165M -$4.63M -91,724 -3%
Ameriprise
31
Ameriprise
Minnesota
$160M +$8.15M +161,459 +5%
FWI
32
Facet Wealth Inc
Maryland
$132M +$30.9M +611,368 +30%
HighTower Advisors
33
HighTower Advisors
Illinois
$131M +$3.81M +75,473 +3%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$123M -$4.92M -97,485 -4%
Members Trust
35
Members Trust
Florida
$122M +$4.55M +90,170 +4%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$118M +$1.02M +20,115 +0.9%
OIA
37
OneDigital Investment Advisors
Kansas
$107M +$11.3M +223,228 +12%
SCM
38
SCS Capital Management
Massachusetts
$96.3M -$782K -15,494 -0.8%
PCIA
39
Prime Capital Investment Advisors
Kansas
$94.6M -$770K -15,240 -0.8%
SFA
40
Sequoia Financial Advisors
Ohio
$92.1M +$7.11M +140,834 +8%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$90M +$16.1M +319,117 +21%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$85.2M -$2.71M -53,681 -3%
SC
43
Savant Capital
Illinois
$80.6M +$7.39M +146,263 +10%
Osaic Holdings
44
Osaic Holdings
Arizona
$80.3M -$17.7M -350,512 -18%
WPC
45
Wedmont Private Capital
Pennsylvania
$79.6M +$13.4M +265,487 +20%
LFS
46
Lutz Financial Services
Nebraska
$78.3M +$4.18M +82,868 +6%
Stifel Financial
47
Stifel Financial
Missouri
$77.6M +$3.49M +69,173 +5%
GM
48
GeoWealth Management
Illinois
$77.2M +$1.49M +29,598 +2%
AMPWP
49
Alvarez & Marsal Private Wealth Partners
Florida
$71.3M +$72.1M +1,428,518 New
MMA
50
Miracle Mile Advisors
California
$68.1M +$61.3M +1,213,245 +796%