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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
PVI
951
Pine Valley Investments
New Jersey
$367K
FWA
952
FSC Wealth Advisors
New York
$367K
First Trust Advisors
953
First Trust Advisors
Illinois
$367K
NWM
954
Northcape Wealth Management
New York
$366K
WPWM
955
Windward Private Wealth Management
Kansas
$366K
SWM
956
Sterling Wealth Management
Illinois
$364K
EFG
957
Erickson Financial Group
Pennsylvania
$364K
IG
958
IFS Group
Pennsylvania
$363K
DWM
959
DecisionMap Wealth Management
Virginia
$362K
EFP
960
EnRich Financial Partners
Wisconsin
$358K
NP
961
Nilsine Partners
Colorado
$357K
VBA
962
von Borstel & Associates
Oregon
$356K
WF
963
Wayfinding Financial
Washington
$354K
Fifth Third Bancorp
964
Fifth Third Bancorp
Ohio
$354K
CAM
965
Concorde Asset Management
Michigan
$351K
MC
966
Moors & Cabot
Massachusetts
$351K
IAS
967
Integrity Advisory Solutions
Texas
$351K
M1FG
968
Mach-1 Financial Group
Arkansas
$351K
KWA
969
Kondo Wealth Advisors
California
$350K
KHC
970
Koesten Hirschmann & Crabtree
Kansas
$349K
IF
971
IRON Financial
Illinois
$348K
SGFG
972
Silver Grove Financial Group
New York
$346K
BBWP
973
Beacon Bridge Wealth Partners
Pennsylvania
$344K
VAG
974
VisionPoint Advisory Group
Texas
$339K
FHA
975
Flagship Harbor Advisors
Massachusetts
$337K