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Vanguard Tax-Exempt Bond Index Fund

1,341 hedge funds and large institutions have $28.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 653 increasing their positions, 383 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 59

70% more repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 383

4% more funds holding in top 10

Funds holding in top 10: 8588 (+3)

2% more funds holding

Funds holding: 1,3111,341 (+30)

4.27% less ownership

Funds ownership: 72.61%68.34% (-4.3%)

13% less capital invested

Capital invested by funds: $32.3B → $28.2B (-$4.1B)

25% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $15.8M

Holders
1,341
Holders Change
+30
Holders Change %
+2.29%
% of All Funds
16.52%
Holding in Top 10
88
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.53%
% of All Funds
1.08%
New
120
Increased
653
Reduced
383
Closed
59
Calls
$11.8M
Puts
$15.8M
Net Calls
-$4M
Net Calls Change
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$67.9M -$3.58M -70,818 -5%
FFM
52
Forum Financial Management
Illinois
$65.8M +$944K +18,686 +1%
BFG
53
Bleakley Financial Group
New Jersey
$65.6M +$7.43M +147,129 +13%
EWA
54
EP Wealth Advisors
California
$64.8M +$20.2M +399,838 +44%
TWIM
55
TIAA Wealth Investment Management
New York
$63.7M +$64.5M +1,277,072 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$63.5M +$15.9M +315,789 +33%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$63.3M -$26.5M -525,324 -29%
BBNB
58
Baker Boyer National Bank
Washington
$58.5M +$476K +9,431 +0.8%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$57.5M +$5.76M +114,033 +11%
TWM
60
Topsail Wealth Management
North Carolina
$54.9M -$264K -5,223 -0.5%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$54.8M +$261K +5,173 +0.5%
KIM
62
Kestra Investment Management
Texas
$54.8M +$15.4M +305,687 +39%
WFA
63
West Financial Advisors
Iowa
$54.6M +$1.05M +20,806 +2%
G
64
GenTrust
Florida
$52.2M +$7.27M +143,951 +16%
MG
65
Mather Group
Illinois
$49.5M +$2.5M +49,598 +5%
BPA
66
Beacon Pointe Advisors
California
$49.4M +$7.17M +142,073 +17%
TSW
67
Thompson Siegel & Walmsley
Virginia
$48.6M +$138K +2,737 +0.3%
ACA
68
Ackerman Capital Advisors
Texas
$47.7M -$1.21M -23,921 -2%
TCBWMS
69
Texas Capital Bank Wealth Management Services
Texas
$45.6M -$746K -14,775 -2%
SB
70
Sunflower Bank
Texas
$44.7M +$1.11M +22,074 +3%
NA
71
NewEdge Advisors
Louisiana
$44.7M +$1.06M +20,909 +2%
BHWM
72
Beaird Harris Wealth Management
Texas
$44.6M -$205K -4,054 -0.5%
FG
73
Foster Group
Iowa
$44.2M -$346K -6,844 -0.8%
AF
74
Allworth Financial
California
$43.4M +$3.17M +62,725 +8%
HIG
75
Heritage Investment Group
Florida
$43.3M +$1.58M +31,243 +4%