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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
UAG
526
United Advisor Group
Ohio
$1.91M
MT
527
Midwest Trust
Kansas
$1.9M
NGA
528
Naples Global Advisors
Florida
$1.9M
PWP
529
Precedent Wealth Partners
Texas
$1.88M
HNB
530
Huntington National Bank
Ohio
$1.88M
RTL
531
Red Tortoise LLC
Georgia
$1.88M
WAG
532
Wheelhouse Advisory Group
Missouri
$1.86M
SRC
533
Sage Rhino Capital
California
$1.86M
PFA
534
Petra Financial Advisors
Colorado
$1.85M
LFG
535
Lazard Frères Gestion
France
$1.84M
BWM
536
Boyd Wealth Management
California
$1.82M
GBFP
537
Golden Bell Financial Planning
Georgia
$1.82M
MF
538
Midwestern Financial
Iowa
$1.81M
BFP
539
Brewster Financial Planning
New York
$1.8M
RIA
540
Regal Investment Advisors
Michigan
$1.79M
CANC
541
Culbertson A N & Co
Virginia
$1.79M
SFP
542
SwitchPoint Financial Planning
Utah
$1.78M
HWP
543
Highline Wealth Partners
California
$1.77M
BAM
544
Belpointe Asset Management
Nevada
$1.76M
QCM
545
Quantinno Capital Management
New York
$1.75M
HP
546
Hilltop Partners
Indiana
$1.75M
FCH
547
Freestone Capital Holdings
Washington
$1.74M
BB
548
Busey Bank
Illinois
$1.72M
CWS
549
Cypress Wealth Services
California
$1.71M
GA
550
GSG Advisors
New Jersey
$1.71M