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Vanguard Tax-Exempt Bond Index Fund

1,201 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 498 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2111,201 (-10)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
701
Core Wealth Advisors
Florida
$958K
BMC
702
Bear Mountain Capital
Washington
$956K
HCM
703
Hengehold Capital Management
Ohio
$956K
HFS
704
Heritage Financial Services
Massachusetts
$954K
LIWM
705
Long Island Wealth Management
New York
$952K
AIS
706
Accredited Investor Services
Minnesota
$947K
CST
707
Charles Schwab Trust
Nevada
$947K
MFG
708
MidWestOne Financial Group
Iowa
$947K
REMPR
709
Roof Eidam Maycock Peralta (REMP)
California
$946K
RIG
710
RiverFront Investment Group
Virginia
$941K
ATC
711
Argent Trust Co
Tennessee
$934K
WFA
712
Wells Financial Advisors
Massachusetts
$926K
CFGSD
713
Compass Financial Group (South Dakota)
South Dakota
$925K
CG
714
CFO4Life Group
Texas
$921K
PFS
715
Prospera Financial Services
Texas
$916K
BF
716
Brucke Financial
Indiana
$913K
CF
717
Cyr Financial
Illinois
$909K
JBW
718
Journey Beyond Wealth
Georgia
$909K
SC
719
Sapient Capital
Indiana
$904K
FRA
720
Frank Rimerman Advisors
California
$903K
SMA
721
Sage Mountain Advisors
Georgia
$896K
PTC
722
Private Trust Company
Ohio
$895K
AP
723
Americana Partners
Texas
$894K
SPC
724
Sigma Planning Corp
Michigan
$894K
PD
725
Planning Directions
Pennsylvania
$892K