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Vanguard Tax-Exempt Bond Index Fund

1,202 hedge funds and large institutions have $28B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 500 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:

1% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2131,202 (-11)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,202
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
HP
851
Haven Private
Florida
$549K
OAM
852
Occidental Asset Management
California
$549K
LA
853
LM Advisors
California
$547K
FMC
854
First Merchants Corp
Indiana
$544K
LNWWM
855
Laird Norton Wetherby Wealth Management
California
$543K
DL
856
DOHJ LLC
Washington
$543K
First Trust Advisors
857
First Trust Advisors
Illinois
$542K
FHA
858
Flagship Harbor Advisors
Massachusetts
$541K
CWI
859
Conscious Wealth Investments
Florida
$540K
MWM
860
Mission Wealth Management
California
$540K
Bank of Montreal
861
Bank of Montreal
Ontario, Canada
$537K
AWM
862
AE Wealth Management
Kansas
$536K
CCA
863
Carrera Capital Advisors
Michigan
$532K
EFA
864
Edge Financial Advisors
Illinois
$530K
ASG
865
Ariston Services Group
California
$530K
AWS
866
Aspen Wealth Strategies
Colorado
$528K
HIW
867
Holos Integrated Wealth
Pennsylvania
$528K
JIC
868
Joel Isaacson & Co
New York
$527K
CAL
869
Capital Analysts LLC
Pennsylvania
$526K
APWM
870
Argonautica Private Wealth Management
Massachusetts
$526K
AAS
871
Annex Advisory Services
Wisconsin
$522K
SL
872
Sentinus LLC
Illinois
$519K
SG
873
StoneX Group
New York
$518K
SWM
874
Schwallier Wealth Management
Michigan
$518K
HGA
875
Hobbs Group Advisors
South Carolina
$517K