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Vanguard Tax-Exempt Bond Index Fund

1,312 hedge funds and large institutions have $32.3B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 612 increasing their positions, 367 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $6.61M

158% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 69

67% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 367

11% more capital invested

Capital invested by funds: $28.9B → $32.3B (+$3.31B)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

7% more funds holding

Funds holding: 1,2301,312 (+82)

0.69% less ownership

Funds ownership: 73.3%72.61% (-0.69%)

Holders
1,312
Holders Change
+82
Holders Change %
+6.67%
% of All Funds
15.96%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
178
Increased
612
Reduced
367
Closed
69
Calls
$45.3M
Puts
$6.61M
Net Calls
+$38.7M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
776
Clune & Associates
Illinois
$897K -$6.84K -136 -0.8%
EWM
777
EPG Wealth Management
Georgia
$897K -$71.6K -1,422 -7%
DWA
778
Davis Wealth Advisors
New Hampshire
$895K +$896K +17,798 New
ATC
779
Argent Trust Co
Tennessee
$894K -$24.8K -493 -3%
HI
780
Hudock Inc
Pennsylvania
$893K -$102K -2,036 -10%
RRA
781
Red Reef Advisors
Florida
$888K +$888K +17,649 New
BWP
782
Burling Wealth Partners
Illinois
$884K +$233K +4,635 +36%
SWM
783
Schwallier Wealth Management
Michigan
$873K +$40.2K +798 +5%
AFP
784
Ausdal Financial Partners
Iowa
$871K -$586K -11,637 -40%
EA
785
Evolution Advisers
Virginia
$869K +$76.3K +1,516 +10%
CST
786
Charles Schwab Trust
Nevada
$866K
FMC
787
First Merchants Corp
Indiana
$860K
BFS
788
BridgePort Financial Solutions
Iowa
$849K -$134K -2,660 -14%
SWA
789
Sax Wealth Advisors
New Jersey
$848K +$518K +10,293 +157%
WHCI
790
W.H. Cornerstone Investments
Massachusetts
$843K +$4.13K +82 +0.5%
PCM
791
Parsons Capital Management
Rhode Island
$833K +$834K +16,571 New
CGPCS
792
Capital Group Private Client Services
California
$826K +$6.74K +134 +0.8%
IWA
793
Inspirion Wealth Advisors
Illinois
$824K +$824K +16,384 New
HWM
794
Horizons Wealth Management
North Carolina
$823K +$143K +2,837 +21%
FHC
795
First Heartland Consultants
Missouri
$822K +$11.1K +221 +1%
CPWM
796
Cypress Point Wealth Management
Texas
$818K
SEP
797
Southland Equity Partners
Missouri
$815K -$30.2K -600 -4%
WG
798
Watchman Group
Texas
$813K -$1.26M -25,018 -61%
DADC
799
D.A. Davidson & Co
Montana
$807K -$14.8K -295 -2%
IA
800
IF Advisors
Texas
$805K +$805K +16,000 New