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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
FHC
751
First Heartland Consultants
Missouri
$807K
5W
752
5T Wealth
California
$804K
HPM
753
Hoxton Planning & Management
West Virginia
$803K
LIWM
754
Long Island Wealth Management
New York
$798K
IIA
755
Integrity Investment Advisors
Colorado
$796K
WW
756
Westshore Wealth
California
$794K
CIA
757
Compass Ion Advisors
Pennsylvania
$791K
CPG
758
Cornerstone Planning Group
New Jersey
$787K
PAS
759
PKS Advisory Services
New York
$787K
WMR
760
Wealth Management Resources
Rhode Island
$786K
PI
761
PFG Investments
New York
$786K
PA
762
PFW Advisors
Georgia
$786K
SEIA
763
Signature Estate & Investment Advisors
California
$780K
RTC
764
Riverview Trust Company
Washington
$777K
CMA
765
Cedar Mountain Advisors
Oregon
$777K
WIA
766
Wetzel Investment Advisors
Indiana
$773K
PRP
767
Peak Retirement Planning
Ohio
$769K
PFS
768
Prospect Financial Services
New York
$769K
OFG
769
Orcam Financial Group
California
$767K
SWP
770
ShoreHaven Wealth Partners
New Jersey
$761K
PC
771
Promus Capital
Illinois
$760K
CPA
772
Compass Planning Associates
Massachusetts
$748K
WTC
773
WhitTier Trust Company
Nevada
$742K
AFGAS
774
Allegiance Financial Group Advisory Services
Virginia
$740K
AL
775
ADE LLC
Maryland
$732K