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Vanguard Tax-Exempt Bond Index Fund

1,223 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 102 funds opening new positions, 529 increasing their positions, 438 reducing their positions, and 63 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 (+$966M)

4.81% less ownership

Funds ownership: 78.06%73.25% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,223
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
OFS
801
OneAscent Financial Services
Alabama
$681K
CWI
802
Conscious Wealth Investments
Florida
$679K
HWM
803
Horizons Wealth Management
North Carolina
$677K
CWAF
804
Core Wealth Advisors (Florida)
Florida
$677K
HAIM
805
Hunter Associates Investment Management
Pennsylvania
$675K
SAM
806
S.A. Mason
Michigan
$675K
MAC
807
Mason & Associates (California)
California
$674K
EFG
808
Embree Financial Group
Illinois
$674K
RBFC
809
Roman Butler Fullerton & Co
Missouri
$673K
4A
810
4Wealth Advisors
Illinois
$669K
MIAS
811
Mason Investment Advisory Services
Virginia
$668K
BNP Paribas Financial Markets
812
BNP Paribas Financial Markets
France
$661K
FIA
813
Foundations Investment Advisors
Arizona
$660K
LPAM
814
Lodestar Private Asset Management
California
$657K
PAG
815
Paladin Advisory Group
Iowa
$654K
BWMG
816
Barnes Wealth Management Group
California
$652K
ML
817
Mayport LLC
Massachusetts
$649K
AWM
818
AE Wealth Management
Kansas
$648K
BWP
819
Burling Wealth Partners
Illinois
$648K
HP
820
HT Partners
Connecticut
$646K
CLG
821
Cooperman Leon G
$645K
BFA
822
Blueprint Financial Advisors
North Carolina
$640K
LWL
823
Leo Wealth LLC
Texas
$639K
GSWM
824
Greenup Street Wealth Management
Michigan
$637K
JGIA
825
Jackson Grant Investment Advisers
Connecticut
$635K