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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
UAG
501
United Advisor Group
Ohio
$2.03M
NAM
502
NorthCrest Asset Manangement
Minnesota
$2.03M
MCM
503
Mattern Capital Management
Colorado
$2.03M
CF
504
Conquis Financial
California
$2.02M
HWP
505
Highline Wealth Partners
California
$2.02M
BMCM
506
Bryn Mawr Capital Management
Pennsylvania
$2.01M
LWANC
507
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99M
LCM
508
Liberty Capital Management
Michigan
$1.99M
FCIM
509
Fairview Capital Investment Management
California
$1.99M
PSA
510
Plum Street Advisors
Louisiana
$1.99M
CI
511
CPR Investments
Michigan
$1.98M
WA
512
WBH Advisory
Maryland
$1.98M
KCIC
513
Kuhn & Co Investment Counsel
Illinois
$1.96M
CB
514
Commerce Bank
Missouri
$1.96M
SRC
515
Sage Rhino Capital
California
$1.94M
RTL
516
Red Tortoise LLC
Georgia
$1.93M
GFM
517
GEN Financial Management
Minnesota
$1.93M
MF
518
Midwestern Financial
Iowa
$1.92M
KIM
519
Karpus Investment Management
New York
$1.92M
GBFP
520
Golden Bell Financial Planning
Georgia
$1.92M
LFG
521
Lazard Frères Gestion
France
$1.88M
CANC
522
Culbertson A N & Co
Virginia
$1.87M
PFA
523
Petra Financial Advisors
Colorado
$1.86M
BWM
524
Boyd Wealth Management
California
$1.86M
WAG
525
Wheelhouse Advisory Group
Missouri
$1.86M