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Vanguard Tax-Exempt Bond Index Fund

1,223 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 102 funds opening new positions, 529 increasing their positions, 438 reducing their positions, and 63 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 (+$966M)

4.81% less ownership

Funds ownership: 78.06%73.25% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,223
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
BL
926
BFSG LLC
California
$408K
O3W
927
Omni 360 Wealth
New Jersey
$406K
SPI
928
Sutton Place Investors
New York
$405K
SAM
929
Sawgrass Asset Management
Florida
$405K
QPWM
930
Quadrant Private Wealth Management
Pennsylvania
$405K
ECM
931
Elgethun Capital Management
South Dakota
$400K
EPW
932
Endeavor Private Wealth
Kansas
$397K
EFS
933
Essex Financial Services
Connecticut
$397K
NWM
934
Navigoe Wealth Management
California
$394K
PA
935
Parallel Advisors
California
$391K
TWA
936
Trellis Wealth Advisors
California
$389K
LA
937
Latitude Advisors
Florida
$388K
AWM
938
Apex Wealth Management
New Hampshire
$386K
BAMG
939
Brand Asset Management Group
Missouri
$384K
GWMR
940
GC Wealth Management RIA
Massachusetts
$383K
NJIM
941
Nabity-Jensen Investment Management
Nebraska
$383K
FNWM
942
Financial Network Wealth Management
Utah
$377K
VFG
943
Victory Financial Group
Texas
$376K
IWN
944
Independent Wealth Network
Iowa
$375K
P
945
Pitcairn
Pennsylvania
$374K
CA
946
Calton & Associates
Florida
$373K
WTFG
947
Wood Tarver Financial Group
Idaho
$371K
WMN
948
Wealth Management Nebraska
Nebraska
$370K
GFP
949
Gryphon Financial Partners
Ohio
$370K
MWP
950
Madison Wealth Partners
Wisconsin
$370K