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Vanguard Tax-Exempt Bond Index Fund

1,187 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.92%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
99
Increased
495
Reduced
457
Closed
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
551
Aletheian Wealth Advisors
Washington
$1.67M
SCA
552
Strathmore Capital Advisors
North Carolina
$1.67M +$1.67M +34,091 New
PG
553
Proffitt & Goodson
Tennessee
$1.65M -$154K -3,146 -9%
EFG
554
Everhart Financial Group
Ohio
$1.65M -$119K -2,422 -7%
FCBT
555
First Citizens Bank & Trust
North Carolina
$1.64M +$124K +2,523 +8%
MWP
556
Meredith Wealth Planning
Illinois
$1.62M -$428K -8,733 -21%
SWM
557
Shakespeare Wealth Management
Wisconsin
$1.62M +$299K +6,089 +23%
ME
558
McIlrath & Eck
Washington
$1.62M -$126K -2,578 -7%
UCFA
559
United Capital Financial Advisors
Texas
$1.61M +$754K +15,376 +88%
AFG
560
ABLE Financial Group
Arizona
$1.61M -$13.8M -281,828 -90%
TWM
561
TSA Wealth Management
Texas
$1.59M +$255K +5,193 +19%
WS
562
Wedbush Securities
California
$1.58M +$352K +7,180 +29%
SFA
563
Souders Financial Advisors
Ohio
$1.58M +$101K +2,053 +7%
LFP
564
Leeward Financial Partners
Washington
$1.58M +$108K +2,212 +7%
SC
565
SouthState Corp
Florida
$1.57M +$645K +13,156 +70%
SWM
566
Silverlake Wealth Management
Vermont
$1.57M +$1.57M +31,957 New
CP
567
Canopy Partners
Ohio
$1.56M -$972K -19,825 -38%
WAAG
568
Wealth Alliance Advisory Group
Kansas
$1.56M -$245K -5,000 -14%
LWM
569
LJI Wealth Management
Indiana
$1.56M +$315K +6,434 +25%
SCP
570
Stevens Capital Partners
Nebraska
$1.56M +$923K +18,893 +146%
OHWA
571
Oak Hill Wealth Advisors
Virginia
$1.55M -$14.9K -304 -0.9%
MC
572
Middleton & Co
Massachusetts
$1.52M
GRP
573
Global Retirement Partners
California
$1.52M +$1.52M +31,039 New
RPGK
574
Retirement Planning Group (Kansas)
Kansas
$1.52M -$749K -15,276 -33%
LPP
575
Life Planning Partners
Florida
$1.5M +$91.7K +1,870 +7%