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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
SWM
776
Seaside Wealth Management
California
$947K
PFS
777
Prospect Financial Services
New York
$946K
EWM
778
EPG Wealth Management
Georgia
$929K
FRA
779
Frank Rimerman Advisors
California
$929K
CL
780
Choreo LLC
Illinois
$926K
CCA
781
Clearwater Capital Advisors
Illinois
$920K
GI
782
GAMMA Investing
California
$917K
BRPW
783
Ballast Rock Private Wealth
South Carolina
$913K
SI
784
Stirlingshire Investments
New York
$912K
FA
785
FF Advisors
California
$911K
AWA
786
A4 Wealth Advisors
North Carolina
$909K
AFP
787
Ausdal Financial Partners
Iowa
$905K
VW
788
Veridan Wealth
Oregon
$901K
EWA
789
Elevate Wealth Advisory
Georgia
$899K
CA
790
Clune & Associates
Illinois
$895K
PAS
791
PKS Advisory Services
New York
$894K
MAM
792
MMA Asset Management
Pennsylvania
$894K
JIC
793
Johnson Investment Counsel
Ohio
$890K
HI
794
Hudock Inc
Pennsylvania
$889K
RPGK
795
Retirement Planning Group (Kansas)
Kansas
$884K
SCI
796
Silver Coast Investments
United States
$884K
MWM
797
Mission Wealth Management
California
$877K
AWM
798
Avior Wealth Management
Nebraska
$875K
AWM
799
AE Wealth Management
Kansas
$868K
HW
800
HORAN Wealth
Ohio
$866K