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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
BBA
676
BLB&B Advisors
Pennsylvania
$1.21M
HWA
677
HHM Wealth Advisors
Tennessee
$1.21M -$600K -11,933 -33%
PFG
678
Prospect Financial Group
Virginia
$1.21M +$514K +10,210 +74%
LPP
679
Life Planning Partners
Florida
$1.21M -$378K -7,511 -24%
VC
680
Veracity Capital
Georgia
$1.21M
AQR Capital Management
681
AQR Capital Management
Connecticut
$1.2M -$5.58K -111 -0.5%
DAS
682
Diversify Advisory Services
Utah
$1.2M -$12.8K -254 -1%
CP
683
Canopy Partners
Ohio
$1.2M -$57.3K -1,138 -5%
PB
684
Pinnacle Bancorp
Nebraska
$1.2M +$20.9K +416 +2%
EWA
685
Encompass Wealth Advisors
Oregon
$1.2M +$90.6K +1,800 +8%
PPC
686
Park Place Capital
Alabama
$1.19M +$13.3K +264 +1%
CA
687
Continuum Advisory
Idaho
$1.18M -$125K -2,480 -10%
OAJ
688
Ogorek Anthony Joseph
New York
$1.18M +$11.1K +220 +0.9%
WP
689
WealthShield Partners
North Carolina
$1.18M -$240K -4,771 -17%
BCG
690
Breakwater Capital Group
New Jersey
$1.18M +$41.9K +833 +4%
PCM
691
Prospera Capital Management
Arizona
$1.17M
TC
692
Trilogy Capital
California
$1.17M +$881K +17,517 +301%
WAAG
693
Wealth Alliance Advisory Group
Kansas
$1.17M
AFS
694
Access Financial Services
Minnesota
$1.16M +$49.8K +990 +4%
TWM
695
TriaGen Wealth Management
California
$1.16M
IIA
696
Integrity Investment Advisors
Colorado
$1.16M +$357K +7,091 +45%
CIC
697
Cutler Investment Counsel
Oregon
$1.15M
AFA
698
Amicus Financial Advisors
Texas
$1.15M +$1.15M +22,939 New
VFIC
699
Valley Forge Investment Consultants
Pennsylvania
$1.15M -$980K -19,470 -46%
BIM
700
Breakwater Investment Management
Washington
$1.14M +$29K +577 +3%