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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
QPWM
926
Quadrant Private Wealth Management
Pennsylvania
$405K
ECM
927
Elgethun Capital Management
South Dakota
$400K
EPW
928
Endeavor Private Wealth
Kansas
$397K
EFS
929
Essex Financial Services
Connecticut
$397K
NWM
930
Navigoe Wealth Management
California
$394K
PA
931
Parallel Advisors
California
$391K
TWA
932
Trellis Wealth Advisors
California
$389K
LA
933
Latitude Advisors
Florida
$388K
AWM
934
Apex Wealth Management
New Hampshire
$386K
BAMG
935
Brand Asset Management Group
Missouri
$384K
GWMR
936
GC Wealth Management RIA
Massachusetts
$383K
NJIM
937
Nabity-Jensen Investment Management
Nebraska
$383K
FNWM
938
Financial Network Wealth Management
Utah
$377K
VFG
939
Victory Financial Group
Texas
$376K
IWN
940
Independent Wealth Network
Iowa
$375K
P
941
Pitcairn
Pennsylvania
$374K
CA
942
Calton & Associates
Florida
$373K
WTFG
943
Wood Tarver Financial Group
Idaho
$371K
WMN
944
Wealth Management Nebraska
Nebraska
$370K
GFP
945
Gryphon Financial Partners
Ohio
$370K
MWP
946
Madison Wealth Partners
Wisconsin
$370K
FWA
947
FSC Wealth Advisors
New York
$367K
First Trust Advisors
948
First Trust Advisors
Illinois
$367K
NWM
949
Northcape Wealth Management
New York
$366K
WPWM
950
Windward Private Wealth Management
Kansas
$366K