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Vanguard Tax-Exempt Bond Index Fund

1,187 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.92%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
99
Increased
495
Reduced
457
Closed
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RFS
676
Richardson Financial Services
Massachusetts
$1.02M +$1.02M +20,793 New
CWM
677
Certus Wealth Management
California
$1.02M +$415K +8,470 +69%
PFBT
678
Parkside Financial Bank & Trust
Missouri
$1.02M +$63.8K +1,301 +7%
XT
679
XTX Topco
Cayman Islands
$1M +$1M +20,423 New
Qube Research & Technologies (QRT)
680
Qube Research & Technologies (QRT)
United Kingdom
$1M +$1M +20,414 New
UB
681
Umpqua Bank
Oregon
$999K
BV
682
Boxwood Ventures
Illinois
$999K
HS
683
Horan Securities
United States
$999K +$999K +20,374 New
RFW
684
Rainier Family Wealth
Washington
$998K +$157K +3,201 +19%
CWM
685
Cranbrook Wealth Management
Michigan
$994K -$12K -244 -1%
DI
686
Disciplined Investments
Oklahoma
$990K +$205K +4,172 +26%
WA
687
WPG Advisers
Maryland
$986K +$110K +2,240 +13%
NRI
688
NFP Retirement Inc
California
$985K -$650K -13,260 -40%
MWG
689
Martin Worley Group
Utah
$983K +$236K +4,811 +32%
AWA
690
Arkadios Wealth Advisors
Georgia
$978K +$88.7K +1,810 +10%
BIM
691
Breakwater Investment Management
Washington
$971K +$304K +6,200 +46%
WFM
692
Wolff Financial Management
Michigan
$969K +$4.56K +93 +0.5%
OP
693
ORG Partners
Indiana
$969K +$969K +19,795 New
EFA
694
Evernest Financial Advisors
Indiana
$966K +$57.2K +1,167 +6%
FF
695
Farrell Financial
New York
$962K +$13.2K +270 +1%
CWA
696
Core Wealth Advisors
Florida
$958K -$394K -8,042 -29%
BMC
697
Bear Mountain Capital
Washington
$956K
HCM
698
Hengehold Capital Management
Ohio
$956K -$11.1M -225,892 -92%
HFS
699
Heritage Financial Services
Massachusetts
$954K -$287K -5,863 -23%
LIWM
700
Long Island Wealth Management
New York
$952K -$45.8K -935 -5%