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Vanguard Tax-Exempt Bond Index Fund

1,192 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 101 funds opening new positions, 494 increasing their positions, 460 reducing their positions, and 102 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:

1% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 102

1% less funds holding

Funds holding: 1,2081,192 (-16)

13% less funds holding in top 10

Funds holding in top 10: 10289 (-13)

Holders
1,192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
89
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
HIG
76
Heritage Investment Group
Florida
$40M
JWA
77
JFS Wealth Advisors
Pennsylvania
$39.9M
Financial Engines Advisors
78
Financial Engines Advisors
California
$38.8M
EWA
79
EP Wealth Advisors
California
$38.7M
M&T Bank
80
M&T Bank
New York
$37.5M
HSA
81
HBK Sorce Advisory
Pennsylvania
$37M
ECM
82
Evergreen Capital Management
Washington
$36.6M
NYLIM
83
New York Life Investment Management
New York
$36.5M
AF
84
Allworth Financial
California
$34.5M
Truist Financial
85
Truist Financial
North Carolina
$34.3M
WCWM
86
Willow Creek Wealth Management
California
$33.1M
BFC
87
Bedel Financial Consulting
Indiana
$31.7M
PCM
88
Passive Capital Management
Maryland
$31.6M
BWP
89
BSW Wealth Partners
Colorado
$31.6M
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$31.4M
MWM
91
Modera Wealth Management
New Jersey
$31.4M
AIM
92
Allen Investment Management
New York
$30.9M
WA
93
Waverly Advisors
Alabama
$30.6M
GG
94
Gleason Group
Kentucky
$30.4M
ASW
95
Astoria Strategic Wealth
Texas
$28.2M
GSIS
96
Global Strategic Investment Solutions
Arizona
$28M
BOH
97
Bank of Hawaii
Hawaii
$27.1M
RCA
98
Resonant Capital Advisors
Wisconsin
$27M
MNA
99
Manning & Napier Advisors
New York
$26.8M
SL
100
Salomon & Ludwin
Virginia
$26.8M