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Vanguard Tax-Exempt Bond Index Fund

1,223 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 102 funds opening new positions, 529 increasing their positions, 438 reducing their positions, and 63 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 (+$966M)

4.81% less ownership

Funds ownership: 78.06%73.25% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,223
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
551
Shakespeare Wealth Management
Wisconsin
$1.66M
EWA
552
Evolution Wealth Advisors
Florida
$1.64M
BBHC
553
Brown Brothers Harriman & Co
New York
$1.63M
FPCG
554
Forum Private Client Group
Indiana
$1.61M
EFG
555
Everhart Financial Group
Ohio
$1.61M
TWM
556
TSA Wealth Management
Texas
$1.6M
LNWTC
557
Laird Norton Wetherby Trust Company
Washington
$1.6M
VAS
558
Vestmark Advisory Solutions
Massachusetts
$1.6M
MA
559
Mutual Advisors
Nebraska
$1.6M
HNWAG
560
High Net Worth Advisory Group
Florida
$1.6M
IA
561
IFG Advisory
Georgia
$1.59M
PCS
562
Private Client Services
Kentucky
$1.59M
LPP
563
Life Planning Partners
Florida
$1.58M
NL
564
Navalign LLC
California
$1.58M
FCH
565
Freestone Capital Holdings
Washington
$1.57M
FAG
566
Financial Architects (Georgia)
Georgia
$1.57M
MC
567
Middleton & Co
Massachusetts
$1.56M
QCM
568
Quantinno Capital Management
New York
$1.54M
NW
569
NewEdge Wealth
Pennsylvania
$1.54M
DWP
570
Daymark Wealth Partners
Ohio
$1.54M
CFA
571
Cahill Financial Advisors
Minnesota
$1.53M
HWM
572
HB Wealth Management
Georgia
$1.52M
AWP
573
Avid Wealth Partners
Texas
$1.51M
MT
574
Midwest Trust
Kansas
$1.51M
GJIA
575
Glass Jacobson Investment Advisors
Maryland
$1.49M