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