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Vanguard Tax-Exempt Bond Index Fund

1,327 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 649 increasing their positions, 381 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4.35% less ownership

Funds ownership: 72.58%68.23% (-4.3%)

13% less capital invested

Capital invested by funds: $32.2B → $28.1B (-$4.13B)

25% less call options, than puts

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

Holders
1,327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.8M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$67.9M
FFM
52
Forum Financial Management
Illinois
$65.8M
BFG
53
Bleakley Financial Group
New Jersey
$65.6M
EWA
54
EP Wealth Advisors
California
$64.8M
TWIM
55
TIAA Wealth Investment Management
New York
$63.7M
IWC
56
Integrated Wealth Concepts
Massachusetts
$63.5M
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$63.3M
BBNB
58
Baker Boyer National Bank
Washington
$58.5M
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$57.5M
TWM
60
Topsail Wealth Management
North Carolina
$54.9M
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$54.8M
KIM
62
Kestra Investment Management
Texas
$54.8M
WFA
63
West Financial Advisors
Iowa
$54.6M
G
64
GenTrust
Florida
$52.2M
MG
65
Mather Group
Illinois
$49.5M
BPA
66
Beacon Pointe Advisors
California
$49.4M
TSW
67
Thompson Siegel & Walmsley
Virginia
$48.6M
ACA
68
Ackerman Capital Advisors
Texas
$47.7M
TCBWMS
69
Texas Capital Bank Wealth Management Services
Texas
$45.6M
SB
70
Sunflower Bank
Texas
$44.7M
BHWM
71
Beaird Harris Wealth Management
Texas
$44.6M
FG
72
Foster Group
Iowa
$44.2M
AF
73
Allworth Financial
California
$43.4M
HIG
74
Heritage Investment Group
Florida
$43.3M
Truist Financial
75
Truist Financial
North Carolina
$43.2M