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Vanguard Tax-Exempt Bond Index Fund

1,216 hedge funds and large institutions have $28.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $28B → $28.9B (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$2.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$2.33M
VWM
477
Vermillion Wealth Management
Minnesota
$2.32M
BCWM
478
Bartlett & Co Wealth Management
Ohio
$2.31M
VA
479
VestGen Advisors
Illinois
$2.3M
TI
480
Truepoint Inc
Ohio
$2.29M
FSG
481
Financial Strategies Group
Michigan
$2.29M
RSWM
482
Robertson Stephens Wealth Management
California
$2.21M
IAA
483
Independent Advisor Alliance
North Carolina
$2.2M
MAM
484
Mullooly Asset Management
New Jersey
$2.2M
SFG
485
Snider Financial Group
Washington
$2.19M
GKIM
486
GW&K Investment Management
Massachusetts
$2.19M
CA
487
Claro Advisors
Massachusetts
$2.18M
GMA
488
Glassy Mountain Advisors
Maryland
$2.18M
FCP
489
Fidelis Capital Partners
Florida
$2.18M
GFWA
490
Grey Fox Wealth Advisors
Delaware
$2.16M
CFG
491
Certior Financial Group
Pennsylvania
$2.14M
PCA
492
Prosperity Capital Advisors
Ohio
$2.14M
LFP
493
Leeward Financial Partners
Washington
$2.13M
CFO
494
Collective Family Office
Pennsylvania
$2.12M
VFIC
495
Valley Forge Investment Consultants
Pennsylvania
$2.12M
NGA
496
Naples Global Advisors
Florida
$2.11M
RWM
497
Rialto Wealth Management
New York
$2.1M
VFA
498
Valeo Financial Advisors
Indiana
$2.07M
WG
499
Watchman Group
Texas
$2.06M
GEA
500
Glen Eagle Advisors
New Jersey
$2.05M