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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
EFG
651
Ethos Financial Group
Pennsylvania
$1.16M
TWM
652
TriaGen Wealth Management
California
$1.16M
CIC
653
Cutler Investment Counsel
Oregon
$1.15M
CCM
654
Crabel Capital Management
California
$1.15M
WLIM
655
White Lighthouse Investment Management
Massachusetts
$1.14M
PA
656
Perennial Advisors
New York
$1.14M
BCG
657
Breakwater Capital Group
New Jersey
$1.13M
RWP
658
Revolve Wealth Partners
New Jersey
$1.13M
LA
659
LVW Advisors
New York
$1.12M
CIBC Private Wealth Group
660
CIBC Private Wealth Group
Georgia
$1.12M
BF
661
Brucke Financial
Indiana
$1.12M
AAS
662
Ameritas Advisory Services
Nebraska
$1.11M
AFS
663
Access Financial Services
Minnesota
$1.11M
BIM
664
Breakwater Investment Management
Washington
$1.11M
SPC
665
Sigma Planning Corp
Michigan
$1.11M
EWA
666
Encompass Wealth Advisors
Oregon
$1.1M
FPF
667
First Pacific Financial
Washington
$1.09M
JSW
668
Journey Strategic Wealth
New Jersey
$1.09M
PFS
669
Prospera Financial Services
Texas
$1.09M
RWM
670
Revisor Wealth Management
Ohio
$1.09M
CG
671
CFO4Life Group
Texas
$1.08M
TF
672
Tenon Financial
New Jersey
$1.08M
DI
673
Disciplined Investments
Oklahoma
$1.08M
BTWM
674
Baker Tilly Wealth Management
Wisconsin
$1.08M
OHWA
675
Oak Hill Wealth Advisors
Virginia
$1.07M