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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
CCA
726
Clearwater Capital Advisors
Illinois
$899K
EWA
727
Elevate Wealth Advisory
Georgia
$894K
CW
728
CreativeOne Wealth
Kansas
$890K
FCA
729
Fortis Capital Advisors
Kansas
$888K
KFP
730
Keener Financial Planning
Texas
$885K
USCWA
731
U.S. Capital Wealth Advisors
Texas
$882K
MYIA
732
Mount Yale Investment Advisors
Colorado
$880K
EIA
733
Eldridge Investment Advisors
New Hampshire
$871K
RPGK
734
Retirement Planning Group (Kansas)
Kansas
$867K
GSEP
735
Golden State Equity Partners
California
$863K
CST
736
Charles Schwab Trust
Nevada
$862K
FMC
737
First Merchants Corp
Indiana
$856K
ACS
738
Archford Capital Strategies
Illinois
$855K
CFGA
739
Cambridge Financial Group (Arizona)
Arizona
$846K
SEP
740
Southland Equity Partners
Missouri
$842K
FA
741
FF Advisors
California
$840K
TGCMU
742
Titan Global Capital Management USA
New York
$837K
WHCI
743
W.H. Cornerstone Investments
Massachusetts
$835K
APA
744
Astoria Portfolio Advisors
New York
$824K
SWM
745
Schwallier Wealth Management
Michigan
$824K
PWAM
746
Private Wealth Asset Management
Iowa
$821K
DADC
747
D.A. Davidson & Co
Montana
$818K
KBFS
748
Kohmann Bosshard Financial Services
Ohio
$816K
CGPCS
749
Capital Group Private Client Services
California
$815K
CPWM
750
Cypress Point Wealth Management
Texas
$815K