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Vanguard Tax-Exempt Bond Index Fund

1,216 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 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 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 (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
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
GWM
876
Geneos Wealth Management
Colorado
$513K
SC
877
Sapient Capital
Indiana
$513K
HI
878
Horizon Investments
North Carolina
$512K
PP
879
Patron Partners
Texas
$507K
MIM
880
Moseley Investment Management
Florida
$505K
SG
881
StoneX Group
New York
$504K
CFMC
882
Curbstone Financial Management Corp
New Hampshire
$503K
SKK
883
Shepherd Kaplan Krochuk
Massachusetts
$492K
SWM
884
SpringVest Wealth Management
Texas
$488K
AWA
885
A4 Wealth Advisors
North Carolina
$482K
WCFA
886
Walkner Condon Financial Advisors
Wisconsin
$481K
HFAS
887
Hummer Financial Advisory Services
Illinois
$481K
SWP
888
Strategic Wealth Partners
Ohio
$474K
QFPS
889
Quantum Financial Planning Services
Washington
$469K
ACI
890
Alpha Cubed Investments
California
$467K
HWA
891
HCR Wealth Advisors
California
$467K
CCFM
892
Clear Creek Financial Management
Washington
$464K
SF
893
Synovus Financial
Georgia
$464K
FAFN
894
First Affirmative Financial Network
Colorado
$459K
OC
895
Oppenheimer & Co
New York
$458K
CIA
896
Capital Investment Advisors
Georgia
$454K
BlackRock
897
BlackRock
New York
$452K
FBB
898
Fulton Breakefield Broenniman
Maryland
$452K
RWB
899
RMR Wealth Builders
New Jersey
$451K
KFGK
900
Keystone Financial Group (Kentucky)
Kentucky
$451K