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Vanguard Tax-Exempt Bond Index Fund

1,327 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 649 increasing their positions, 381 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4.35% less ownership

Funds ownership: 72.58%68.23% (-4.3%)

13% less capital invested

Capital invested by funds: $32.2B → $28.1B (-$4.13B)

25% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $15.8M

Holders
1,327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.8M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
601
Disciplined Investments
Oklahoma
$1.6M
FA
602
FC Advisory
Pennsylvania
$1.59M
EFG
603
Everhart Financial Group
Ohio
$1.59M
EP
604
EPIQ Partners
Minnesota
$1.58M
FM
605
Family Management
New York
$1.58M
CF
606
Centaurus Financial
California
$1.57M
HOWA
607
Hudson Oak Wealth Advisory
New Jersey
$1.55M
MSWM
608
McGlone Suttner Wealth Management
Wisconsin
$1.55M
CWM
609
Curtis Wealth Management
Nevada
$1.55M
LCC
610
Lincoln Capital Corp
Rhode Island
$1.54M
HCP
611
Hexagon Capital Partners
Arkansas
$1.53M
SSW
612
Stone Summit Wealth
Florida
$1.52M
D.E. Shaw & Co
613
D.E. Shaw & Co
New York
$1.52M
EWA
614
Evolution Wealth Advisors
Florida
$1.51M
BF
615
Brucke Financial
Indiana
$1.51M
BFA
616
Bluestem Financial Advisors
Illinois
$1.5M
MYIA
617
Mount Yale Investment Advisors
Colorado
$1.49M
FA
618
Fiduciary Alliance
South Carolina
$1.49M
PFG
619
Prospect Financial Group
Virginia
$1.48M
SFS
620
Strategic Financial Services
New York
$1.48M
OWA
621
Oak Wealth Advisors
Illinois
$1.48M
IW
622
Integrated Wealthcare
North Carolina
$1.48M
LWM
623
LJI Wealth Management
Indiana
$1.47M
Bank of Montreal
624
Bank of Montreal
Ontario, Canada
$1.47M
CFM
625
Cornerstone Financial Management
Massachusetts
$1.47M