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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
SWM
951
Sterling Wealth Management
Illinois
$364K
EFG
952
Erickson Financial Group
Pennsylvania
$364K
IG
953
IFS Group
Pennsylvania
$363K
DWM
954
DecisionMap Wealth Management
Virginia
$362K
EFP
955
EnRich Financial Partners
Wisconsin
$358K
NP
956
Nilsine Partners
Colorado
$357K
VBA
957
von Borstel & Associates
Oregon
$356K
WF
958
Wayfinding Financial
Washington
$354K
Fifth Third Bancorp
959
Fifth Third Bancorp
Ohio
$354K
CAM
960
Concorde Asset Management
Michigan
$351K
MC
961
Moors & Cabot
Massachusetts
$351K
M1FG
962
Mach-1 Financial Group
Arkansas
$351K
IAS
963
Integrity Advisory Solutions
Texas
$351K
KWA
964
Kondo Wealth Advisors
California
$350K
KHC
965
Koesten Hirschmann & Crabtree
Kansas
$349K
IF
966
IRON Financial
Illinois
$348K
BBWP
967
Beacon Bridge Wealth Partners
Pennsylvania
$344K
VAG
968
VisionPoint Advisory Group
Texas
$339K
FHA
969
Flagship Harbor Advisors
Massachusetts
$337K
AWA
970
Arete Wealth Advisors
Illinois
$337K
WA
971
Westfuller Advisors
New York
$335K
CPSC
972
Carl P. Sherr & Co
Massachusetts
$334K
BIG
973
Brookwood Investment Group
Arizona
$334K
OL
974
Optas LLC
Texas
$332K
AA
975
Ancora Advisors
Ohio
$330K