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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
CFO
901
CVA Family Office
Colorado
$451K
LIA
902
Lynx Investment Advisory
District of Columbia
$448K
ALA
903
Atlas Legacy Advisors
California
$447K
AC
904
Avestar Capital
New York
$444K
TWP
905
Triad Wealth Partners
Kansas
$442K
APIM
906
Agate Pass Investment Management
Washington
$442K
LWA
907
LifeGoal Wealth Advisors
New York
$441K
DWM
908
Dakota Wealth Management
Florida
$440K
EIP
909
Ellis Investment Partners
Pennsylvania
$440K
TF
910
Tandem Financial
Colorado
$439K
AIP
911
Ameritas Investment Partners
Nebraska
$437K
AA
912
Advisory Alpha
Michigan
$429K
SCM
913
Sheridan Capital Management
California
$428K
FNC
914
First National Corp
Massachusetts
$428K
PWM
915
Penobscot Wealth Management
Maine
$427K
MW
916
Members Wealth
Pennsylvania
$419K
MCM
917
Morton Capital Management
California
$418K
BWM
918
BCS Wealth Management
Tennessee
$418K
MW
919
Maia Wealth
Colorado
$418K
BFG
920
Birch Financial Group
New Hampshire
$417K
BRIA
921
Balanced Rock Investment Advisors
Massachusetts
$415K
BL
922
BFSG LLC
California
$408K
O3W
923
Omni 360 Wealth
New Jersey
$406K
SPI
924
Sutton Place Investors
New York
$405K
SAM
925
Sawgrass Asset Management
Florida
$405K