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Vanguard Tax-Exempt Bond Index Fund

1,201 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 498 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2111,201 (-10)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$2.32M
VWM
477
Verus Wealth Management
Wisconsin
$2.32M
BCWM
478
Bartlett & Co Wealth Management
Ohio
$2.32M
CFO
479
Collective Family Office
Pennsylvania
$2.27M
CFP
480
Catalyst Financial Partners
Massachusetts
$2.25M
Janney Montgomery Scott
481
Janney Montgomery Scott
Pennsylvania
$2.24M
TI
482
Truepoint Inc
Ohio
$2.24M
HI
483
Harbour Investments
Wisconsin
$2.23M
KCIC
484
Kuhn & Co Investment Counsel
Illinois
$2.23M
VWM
485
Vermillion Wealth Management
Minnesota
$2.23M
NCM
486
Neumann Capital Management
California
$2.23M
VA
487
VestGen Advisors
Illinois
$2.23M
CAG
488
Csenge Advisory Group
Florida
$2.22M
WSFS
489
Wilmington Savings Fund Society
Delaware
$2.21M
EF
490
Envision Financial
Wisconsin
$2.21M
FCIM
491
Fairview Capital Investment Management
California
$2.16M
SFG
492
Snider Financial Group
Washington
$2.15M
FSG
493
Financial Strategies Group
Michigan
$2.14M
GKIM
494
GW&K Investment Management
Massachusetts
$2.14M
CA
495
Claro Advisors
Massachusetts
$2.14M
GMA
496
Glassy Mountain Advisors
Maryland
$2.13M
CCB
497
Country Club Bank
Missouri
$2.12M
MAM
498
Mullooly Asset Management
New Jersey
$2.11M
PCA
499
Prosperity Capital Advisors
Ohio
$2.1M
WJA
500
Willis Johnson & Associates
Texas
$2.1M