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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
DWM
601
DeLarme Wealth Management
California
$1.65M +$1.65M +32,715 New
ZF
602
Zhang Financial
Michigan
$1.64M +$1.04M +20,679 +175%
MA
603
Mutual Advisors
Nebraska
$1.63M +$44.3K +880 +3%
TWM
604
TSA Wealth Management
Texas
$1.63M +$18.3K +364 +1%
EFG
605
Everhart Financial Group
Ohio
$1.61M -$3.77K -75 -0.2%
RWM
606
Rialto Wealth Management
New York
$1.6M -$510K -10,144 -24%
FAG
607
Financial Architects (Georgia)
Georgia
$1.59M +$15.8K +315 +1%
CWM
608
Curtis Wealth Management
Nevada
$1.57M +$1.57M +31,117 New
HOWA
609
Hudson Oak Wealth Advisory
New Jersey
$1.56M +$1.57M +31,113 New
FCH
610
Freestone Capital Holdings
Washington
$1.56M -$17.1K -340 -1%
OWA
611
Oak Wealth Advisors
Illinois
$1.56M -$143K -2,843 -8%
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$1.56M +$1.52M +30,111 +3,361%
ACG
613
Allen Capital Group
Nebraska
$1.55M +$272K +5,403 +21%
FA
614
FC Advisory
Pennsylvania
$1.54M +$472K +9,390 +44%
CFM
615
Cornerstone Financial Management
Massachusetts
$1.54M +$1.54M +30,584 New
LCC
616
Lincoln Capital Corp
Rhode Island
$1.52M +$557K +11,079 +58%
HWM
617
HB Wealth Management
Georgia
$1.51M -$9.91K -197 -0.7%
SFS
618
Strategic Financial Services
New York
$1.5M +$125K +2,488 +9%
LS
619
LCW Services
Virginia
$1.5M +$1.5M +29,765 New
CWM
620
Centurion Wealth Management
Virginia
$1.49M +$28.8K +572 +2%
IW
621
Integrated Wealthcare
North Carolina
$1.49M +$1.49M +29,553 New
GJIA
622
Glass Jacobson Investment Advisors
Maryland
$1.48M -$11.6K -230 -0.8%
BWP
623
Bernardo Wealth Planning
Pennsylvania
$1.48M +$36.7K +729 +3%
SSW
624
Stone Summit Wealth
Florida
$1.48M +$93.9K +1,867 +7%
RWC
625
Rare Wolf Capital
Washington
$1.47M +$1.48M +29,314 New