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Vanguard Tax-Exempt Bond Index Fund

1,206 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 502 increasing their positions, 439 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,206
Holders Change
-4
Holders Change %
-0.33%
% of All Funds
16.38%
Holding in Top 10
102
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.99%
% of All Funds
1.39%
New
105
Increased
502
Reduced
439
Closed
86
Calls
$844K
Puts
$29.7M
Net Calls
-$28.9M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
851
AlphaCore Capital
California
$543K +$543K +10,938 New
TWM
852
Trinity Wealth Management
Pennsylvania
$542K
EFS
853
Essex Financial Services
Connecticut
$539K -$29.8K -600 -5%
EFA
854
Edge Financial Advisors
Illinois
$538K +$538K +10,840 New
HIW
855
Holos Integrated Wealth
Pennsylvania
$536K
SWM
856
SpringVest Wealth Management
Texas
$536K
ASG
857
Ariston Services Group
California
$533K +$196K +3,956 +58%
SPI
858
Sutton Place Investors
New York
$532K +$46.9K +945 +10%
BBA
859
Braun-Bostich & Associates
Pennsylvania
$525K -$162K -3,271 -24%
BW
860
Balance Wealth
Ohio
$524K +$524K +10,552 New
AFP
861
Ausdal Financial Partners
Iowa
$522K +$2.78K +56 +0.5%
CIA
862
Capital Investment Advisors
Georgia
$521K -$127K -2,555 -20%
HT
863
Headlands Technologies
Illinois
$518K -$456K -9,198 -47%
HI
864
Horizon Investments
North Carolina
$517K -$888 -18 -0.2%
VCP
865
Verus Capital Partners
Arizona
$516K +$516K +10,398 New
WMA
866
West Michigan Advisors
Michigan
$514K -$50 -1 -0%
FIA
867
Foundations Investment Advisors
Arizona
$514K -$448K -9,028 -47%
DADC
868
D.A. Davidson & Co
Montana
$513K -$3.77K -76 -0.7%
SCI
869
Silver Coast Investments
United States
$512K +$8.19K +165 +2%
CCA
870
Conservest Capital Advisors
Pennsylvania
$511K +$511K +10,300 New
AWM
871
Accredited Wealth Management
Kentucky
$511K +$109K +2,201 +27%
AWS
872
Aspen Wealth Strategies
Colorado
$509K -$4.37K -88 -0.9%
SF
873
Synovus Financial
Georgia
$505K +$33.1K +668 +7%
PWAM
874
Private Wealth Asset Management
Iowa
$503K +$503K +10,141 New
CBT
875
Crews Bank & Trust
Florida
$500K