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Vanguard Tax-Exempt Bond Index Fund

1,201 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 498 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2111,201 (-10)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZF
801
Zhang Financial
Michigan
$679K
LWL
802
Leo Wealth LLC
Texas
$678K
KWS
803
Keystone Wealth Services
California
$677K
LC
804
Landaas & Company
Wisconsin
$673K
AAS
805
Ameritas Advisory Services
Nebraska
$671K
ECM
806
Exchange Capital Management
Michigan
$670K
VC
807
Veery Capital
Delaware
$662K
HAIM
808
Hunter Associates Investment Management
Pennsylvania
$660K
EFG
809
Embree Financial Group
Illinois
$656K
4A
810
4Wealth Advisors
Illinois
$655K
AF
811
Advisornet Financial
Minnesota
$653K
NC
812
NewSquare Capital
Pennsylvania
$652K
JGIA
813
Jackson Grant Investment Advisers
Connecticut
$650K
SW
814
SlateStone Wealth
Florida
$650K
BWP
815
Burling Wealth Partners
Illinois
$644K
JWM
816
JP Wealth Management
South Carolina
$637K
ML
817
Mayport LLC
Massachusetts
$635K
CLG
818
Cooperman Leon G
$631K
HWM
819
Horizons Wealth Management
North Carolina
$621K
MIAS
820
Mason Investment Advisory Services
Virginia
$618K
JCM
821
Janney Capital Management
Pennsylvania
$617K
FA
822
FSA Advisors
Michigan
$617K
AWM
823
Accurate Wealth Management
Florida
$611K
AA
824
Advisory Alpha
Michigan
$610K
CCFM
825
Clear Creek Financial Management
Washington
$610K