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Vanguard Tax-Exempt Bond Index Fund

1,187 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.92%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
99
Increased
495
Reduced
457
Closed
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HIG
76
Heritage Investment Group
Florida
$40M +$4.05M +82,617 +11%
JWA
77
JFS Wealth Advisors
Pennsylvania
$39.9M +$797K +16,264 +2%
Financial Engines Advisors
78
Financial Engines Advisors
California
$38.8M -$1.95M -39,685 -5%
EWA
79
EP Wealth Advisors
California
$38.7M +$554K +11,301 +1%
M&T Bank
80
M&T Bank
New York
$37.5M +$174K +3,542 +0.5%
HSA
81
HBK Sorce Advisory
Pennsylvania
$37M +$1.52M +31,053 +4%
ECM
82
Evergreen Capital Management
Washington
$36.6M +$36.6M +745,522 New
NYLIM
83
New York Life Investment Management
New York
$36.5M +$14.8M +300,904 +68%
AF
84
Allworth Financial
California
$34.5M +$2.23M +45,524 +7%
Truist Financial
85
Truist Financial
North Carolina
$34.3M -$291K -5,933 -0.8%
WCWM
86
Willow Creek Wealth Management
California
$33.1M -$4.9M -99,877 -13%
BFC
87
Bedel Financial Consulting
Indiana
$31.7M -$590K -12,025 -2%
PCM
88
Passive Capital Management
Maryland
$31.6M -$227K -4,645 -0.7%
BWP
89
BSW Wealth Partners
Colorado
$31.6M -$5.24M -106,908 -14%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$31.4M +$3M +61,202 +11%
MWM
91
Modera Wealth Management
New Jersey
$31.4M -$2.07M -42,186 -6%
AIM
92
Allen Investment Management
New York
$30.9M -$455K -9,278 -1%
WA
93
Waverly Advisors
Alabama
$30.6M -$2.32M -47,285 -7%
GG
94
Gleason Group
Kentucky
$30.4M +$26.3M +536,112 +634%
ASW
95
Astoria Strategic Wealth
Texas
$28.2M -$196K -3,997 -0.7%
GSIS
96
Global Strategic Investment Solutions
Arizona
$28M +$24.1M +491,333 +615%
BOH
97
Bank of Hawaii
Hawaii
$27.1M +$3.86M +78,626 +17%
RCA
98
Resonant Capital Advisors
Wisconsin
$27M +$1.74M +35,565 +7%
MNA
99
Manning & Napier Advisors
New York
$26.8M +$2.11K +43 +0%
SL
100
Salomon & Ludwin
Virginia
$26.8M +$519K +10,589 +2%