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Vanguard Tax-Exempt Bond Index Fund

1,201 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 498 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2111,201 (-10)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
76
JFS Wealth Advisors
Pennsylvania
$39.9M
Financial Engines Advisors
77
Financial Engines Advisors
California
$38.8M
EWA
78
EP Wealth Advisors
California
$38.7M
M&T Bank
79
M&T Bank
New York
$37.5M
HSA
80
HBK Sorce Advisory
Pennsylvania
$37M
ECM
81
Evergreen Capital Management
Washington
$36.6M
NYLIM
82
New York Life Investment Management
New York
$36.5M
AF
83
Allworth Financial
California
$34.5M
Truist Financial
84
Truist Financial
North Carolina
$34.3M
WCWM
85
Willow Creek Wealth Management
California
$33.1M
BFC
86
Bedel Financial Consulting
Indiana
$31.7M
PCM
87
Passive Capital Management
Maryland
$31.6M
BWP
88
BSW Wealth Partners
Colorado
$31.6M
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$31.4M
MWM
90
Modera Wealth Management
New Jersey
$31.4M
AIM
91
Allen Investment Management
New York
$30.9M
WA
92
Waverly Advisors
Alabama
$30.6M
GG
93
Gleason Group
Kentucky
$30.4M
ASW
94
Astoria Strategic Wealth
Texas
$28.2M
GSIS
95
Global Strategic Investment Solutions
Arizona
$28M
BOH
96
Bank of Hawaii
Hawaii
$27.1M
RCA
97
Resonant Capital Advisors
Wisconsin
$27M
MNA
98
Manning & Napier Advisors
New York
$26.8M
SL
99
Salomon & Ludwin
Virginia
$26.8M
BFA
100
Bragg Financial Advisors
North Carolina
$26.3M