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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
NHC
901
Nicholas Hoffman & Company
Georgia
$463K
PFG
902
Prospect Financial Group
Virginia
$462K
HWA
903
HCR Wealth Advisors
California
$458K
MWP
904
Madison Wealth Partners
Wisconsin
$455K
ACI
905
Alpha Cubed Investments
California
$455K
SIM
906
Studio Investment Management
Illinois
$455K
HW
907
Hamilton Wealth
California
$454K
QFPS
908
Quantum Financial Planning Services
Washington
$451K
ALA
909
Atlas Legacy Advisors
California
$447K
ACG
910
Allen Capital Group
Nebraska
$447K
TPF
911
Tribridge Partners Financial
Maryland
$444K
WCFA
912
Walkner Condon Financial Advisors
Wisconsin
$443K
SEIA
913
Signature Estate & Investment Advisors
California
$443K
RWB
914
RMR Wealth Builders
New Jersey
$442K
KFGK
915
Keystone Financial Group (Kentucky)
Kentucky
$441K
MBTD
916
Mechanics Bank - Trust Department
California
$441K
FHC
917
First Heartland Consultants
Missouri
$439K
LIA
918
Lynx Investment Advisory
District of Columbia
$438K
APIM
919
Agate Pass Investment Management
Washington
$432K
PA
920
Pineridge Advisors
Missouri
$428K
AIP
921
Ameritas Investment Partners
Nebraska
$426K
GWMIA
922
Global Wealth Management Investment Advisory
Florida
$425K
SWA
923
Sax Wealth Advisors
New Jersey
$423K
EIP
924
Ellis Investment Partners
Pennsylvania
$421K
FNC
925
First National Corp
Massachusetts
$420K