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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
FWA
676
FSM Wealth Advisors
Ohio
$1.07M
HR
677
Howe & Rusling
New York
$1.07M
AF
678
Advisornet Financial
Minnesota
$1.07M
FA
679
FC Advisory
Pennsylvania
$1.06M
NG
680
Norden Group
Utah
$1.05M
RFS
681
Richardson Financial Services
Massachusetts
$1.04M
AIS
682
Accredited Investor Services
Minnesota
$1.03M
CCFCSB
683
Cape Cod Five Cents Savings Bank
Massachusetts
$1.03M
UB
684
Umpqua Bank
Oregon
$1.02M
CWM
685
Certus Wealth Management
California
$1.02M
BV
686
Boxwood Ventures
Illinois
$1.02M
CWM
687
Cranbrook Wealth Management
Michigan
$1.02M
HCP
688
Hexagon Capital Partners
Arkansas
$1.02M
HI
689
Human Investing
Oregon
$1.02M
THCM
690
Taylor Hoffman Capital Management
Virginia
$1.01M
JBW
691
Journey Beyond Wealth
Georgia
$1.01M
FWP
692
Firethorn Wealth Partners
Georgia
$1.01M
EFA
693
Evernest Financial Advisors
Indiana
$1.01M
CFG
694
Carter Financial Group
Illinois
$1.01M
HW
695
HORAN Wealth
Ohio
$1M
BMC
696
Bear Mountain Capital
Washington
$1M
CF
697
Cyr Financial
Illinois
$999K
1IA
698
1834 Investment Advisors
Wisconsin
$995K
CCA
699
Checchi Capital Advisers
California
$994K
WFM
700
Wolff Financial Management
Michigan
$994K