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Vanguard Tax-Exempt Bond Index Fund

1,310 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, 611 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

66% more repeat investments, than reductions

Existing positions increased: 611 | 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: 1,2291,310 (+81)

0.7% less ownership

Funds ownership: 73.3%72.61% (-0.7%)

Holders
1,310
Holders Change
+81
Holders Change %
+6.59%
% of All Funds
15.94%
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
611
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
RWP
26
RWA Wealth Partners
Massachusetts
$202M +$8.76M +174,072 +5%
Mariner
27
Mariner
Kansas
$199M +$20.9M +415,594 +12%
UBS Group
28
UBS Group
Switzerland
$188M +$4.11M +81,659 +2%
OWM
29
Orgel Wealth Management
Wisconsin
$179M +$18M +357,339 +11%
US Bancorp
30
US Bancorp
Minnesota
$176M -$7.42M -147,427 -4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$171M +$55.5M +1,103,035 +48%
Ameriprise
32
Ameriprise
Minnesota
$153M -$1.23M -24,405 -0.8%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$129M +$9.5M +188,763 +8%
HighTower Advisors
34
HighTower Advisors
Illinois
$128M +$4.59M +91,139 +4%
Members Trust
35
Members Trust
Florida
$119M +$759K +15,082 +0.6%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$118M +$132K +2,617 +0.1%
FWI
37
Facet Wealth Inc
Maryland
$103M -$1.59M -31,594 -2%
Osaic Holdings
38
Osaic Holdings
Arizona
$98.5M +$984K +19,548 +1%
SCM
39
SCS Capital Management
Massachusetts
$97.9M -$422K -8,395 -0.4%
OIA
40
OneDigital Investment Advisors
Kansas
$97.1M +$3.87M +76,984 +4%
PCIA
41
Prime Capital Investment Advisors
Kansas
$96.1M -$1.23M -24,422 -1%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$91.7M +$3.01M +59,820 +3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$88.6M +$8.88M +176,385 +11%
SFA
44
Sequoia Financial Advisors
Ohio
$85.8M +$3.97M +78,915 +5%
Jane Street
45
Jane Street
New York
$82.9M -$11.7M -232,432 -12%
BlackRock
46
BlackRock
New York
$77M +$76.6M +1,521,606 +16,856%
GM
47
GeoWealth Management
Illinois
$76.3M -$212K -4,222 -0.3%
LFS
48
Lutz Financial Services
Nebraska
$74.8M +$7.6M +151,071 +11%
Stifel Financial
49
Stifel Financial
Missouri
$74.7M +$4.47M +88,859 +6%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$74.7M +$6.68M +132,711 +10%