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