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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
FSG
501
Financial Strategies Group
Michigan
$2.4M +$101K +2,010 +4%
VAS
502
Vestmark Advisory Solutions
Massachusetts
$2.39M +$782K +15,540 +49%
KCIC
503
Kuhn & Co Investment Counsel
Illinois
$2.35M +$378K +7,512 +19%
CFG
504
Certior Financial Group
Pennsylvania
$2.34M +$186K +3,705 +9%
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.33M +$328K +6,514 +16%
NGA
506
Naples Global Advisors
Florida
$2.33M +$213K +4,240 +10%
BDF
507
Black Diamond Financial
Maryland
$2.33M -$481K -9,564 -17%
CCM
508
Crabel Capital Management
California
$2.3M +$1.15M +22,924 +100%
TI
509
Truepoint Inc
Ohio
$2.3M
SC
510
Sepio Capital
Utah
$2.3M -$1.2M -23,928 -34%
LCM
511
Liberty Capital Management
Michigan
$2.28M +$280K +5,573 +14%
DWP
512
Daymark Wealth Partners
Ohio
$2.28M +$734K +14,591 +47%
GKIM
513
GW&K Investment Management
Massachusetts
$2.28M +$80.5K +1,600 +4%
MAM
514
Mullooly Asset Management
New Jersey
$2.27M +$64K +1,272 +3%
MT
515
Midwest Trust
Kansas
$2.26M +$744K +14,777 +49%
MF
516
Midwestern Financial
Iowa
$2.25M +$317K +6,290 +16%
EA
517
Enclave Advisors
Texas
$2.24M -$902K -17,935 -29%
PFM
518
Phillips Financial Management
Indiana
$2.24M -$160K -3,170 -7%
LWM
519
LJI Wealth Management
Indiana
$2.23M +$781K +15,521 +54%
PWP
520
Precedent Wealth Partners
Texas
$2.23M -$126K -2,497 -5%
GFWA
521
Grey Fox Wealth Advisors
Delaware
$2.22M +$47.7K +948 +2%
AWM
522
Act Wealth Management
Texas
$2.22M +$503K +10,000 +29%
MCM
523
Mattern Capital Management
Colorado
$2.2M +$167K +3,320 +8%
RDFA
524
Ritter Daniher Financial Advisory
Ohio
$2.19M +$475K +9,435 +28%
PSA
525
Plum Street Advisors
Louisiana
$2.17M +$175K +3,486 +9%