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Vanguard Tax-Exempt Bond Index Fund

1,312 hedge funds and large institutions have $32.3B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 612 increasing their positions, 367 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $6.61M

158% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 69

67% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 367

11% more capital invested

Capital invested by funds: $28.9B → $32.3B (+$3.31B)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

7% more funds holding

Funds holding: 1,2301,312 (+82)

0.69% less ownership

Funds ownership: 73.3%72.61% (-0.69%)

Holders
1,312
Holders Change
+82
Holders Change %
+6.67%
% of All Funds
15.96%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
178
Increased
612
Reduced
367
Closed
69
Calls
$45.3M
Puts
$6.61M
Net Calls
+$38.7M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
551
Focus Partners Advisor Solutions
Missouri
$1.97M -$4.27M -84,858 -68%
RFW
552
Rainier Family Wealth
Washington
$1.97M +$654K +13,002 +50%
SWA
553
SFMG Wealth Advisors
Texas
$1.97M +$261K +5,179 +15%
RTL
554
Red Tortoise LLC
Georgia
$1.96M +$19.2K +381 +1%
SRC
555
Sage Rhino Capital
California
$1.95M -$2.37K -47 -0.1%
SWM
556
Silverlake Wealth Management
Vermont
$1.95M +$253K +5,025 +15%
QCM
557
Quantinno Capital Management
New York
$1.94M +$393K +7,818 +25%
MCP
558
Miller Capital Partners
Michigan
$1.94M +$1.94M +38,635 New
IA
559
IFG Advisory
Georgia
$1.93M +$330K +6,561 +21%
CANC
560
Culbertson A N & Co
Virginia
$1.92M +$40.3K +800 +2%
AAS
561
Ameritas Advisory Services
Nebraska
$1.9M +$784K +15,588 +70%
WAG
562
Wheelhouse Advisory Group
Missouri
$1.89M +$20.5K +408 +1%
TAP
563
TSG Advice Partners
Ohio
$1.87M +$1.87M +37,258 New
IAS
564
Insigneo Advisory Services
Florida
$1.87M +$533K +10,597 +40%
CFA
565
Cahill Financial Advisors
Minnesota
$1.87M +$337K +6,699 +22%
PFA
566
Petra Financial Advisors
Colorado
$1.87M -$4.33K -86 -0.2%
BCWM
567
Bartlett & Co Wealth Management
Ohio
$1.86M -$464K -9,231 -20%
PTC
568
Private Trust Company
Ohio
$1.85M +$21.6K +430 +1%
SFP
569
SwitchPoint Financial Planning
Utah
$1.84M +$6.59K +131 +0.4%
HWP
570
Highline Wealth Partners
California
$1.83M -$191K -3,793 -9%
IWS
571
Integrity Wealth Solutions
Colorado
$1.83M +$17.2K +342 +0.9%
BFA
572
Beaumont Financial Advisors
Massachusetts
$1.82M -$2.42K -48 -0.1%
MYIA
573
Mount Yale Investment Advisors
Colorado
$1.82M +$932K +18,530 +105%
NA
574
Note Advisors
New York
$1.81M +$475K +9,448 +36%
RIA
575
Regal Investment Advisors
Michigan
$1.8M +$30.1K +598 +2%