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Vanguard Tax-Exempt Bond Index Fund

1,187 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.92%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
99
Increased
495
Reduced
457
Closed
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
751
BCS Wealth Management
Tennessee
$805K +$396K +8,065 +97%
CPWM
752
Cypress Point Wealth Management
Texas
$798K +$798K +16,272 New
FA
753
FF Advisors
California
$796K +$27.4K +558 +4%
WMR
754
Wealth Management Resources
Rhode Island
$795K
PWAM
755
Private Wealth Asset Management
Iowa
$791K +$294K +6,000 +59%
EWM
756
EPG Wealth Management
Georgia
$789K -$14.3K -292 -2%
EA
757
Evolution Advisers
Virginia
$777K +$5.05K +103 +0.7%
AL
758
ADE LLC
Maryland
$772K
SKK
759
Shepherd Kaplan Krochuk
Massachusetts
$771K
OPWM
760
Oregon Pacific Wealth Management
Oregon
$761K
RTC
761
Riverview Trust Company
Washington
$761K
CMA
762
Cedar Mountain Advisors
Oregon
$761K
WFS
763
WealthGarden F.S.
California
$753K -$98.2K -2,018 -12%
SIC
764
Sigma Investment Counselors
Michigan
$752K -$8.83K -180 -1%
OFG
765
Orcam Financial Group
California
$751K -$40.5K -825 -5%
PI
766
PFG Investments
New York
$750K -$206K -4,207 -22%
PFS
767
Prospect Financial Services
New York
$745K -$181K -3,690 -20%
OL
768
Optas LLC
Texas
$744K -$741K -15,122 -50%
GSEP
769
Golden State Equity Partners
California
$742K +$48.7K +993 +7%
PAS
770
PKS Advisory Services
New York
$734K -$19.2K -391 -3%
MFG
771
Magnus Financial Group
New York
$730K +$179K +3,653 +33%
LGA
772
Lebenthal Global Advisors
New York
$728K -$23.1K -472 -3%
WTC
773
WhitTier Trust Company
Nevada
$728K -$1.34M -27,320 -65%
CPA
774
Compass Planning Associates
Massachusetts
$726K +$6.03K +123 +0.8%
OFS
775
OneAscent Financial Services
Alabama
$721K +$721K +14,695 New