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Vanguard Tax-Exempt Bond Index Fund

1,310 hedge funds and large institutions have $32.3B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 611 increasing their positions, 367 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $6.61M

158% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 69

66% more repeat investments, than reductions

Existing positions increased: 611 | Existing positions reduced: 367

11% more capital invested

Capital invested by funds: $28.9B → $32.3B (+$3.31B)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

7% more funds holding

Funds holding: 1,2291,310 (+81)

0.7% less ownership

Funds ownership: 73.3%72.61% (-0.7%)

Holders
1,310
Holders Change
+81
Holders Change %
+6.59%
% of All Funds
15.94%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
178
Increased
611
Reduced
367
Closed
69
Calls
$45.3M
Puts
$6.61M
Net Calls
+$38.7M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
76
Financial Engines Advisors
California
$42.5M -$56.3K -1,119 -0.1%
CAG
77
Crestwood Advisors Group
Massachusetts
$42.3M +$729K +14,485 +2%
HIG
78
Heritage Investment Group
Florida
$42.1M +$975K +19,381 +2%
OCM
79
One Capital Management
California
$40.7M +$1.81M +36,033 +5%
AF
80
Allworth Financial
California
$40.6M +$3.01M +59,792 +8%
M&T Bank
81
M&T Bank
New York
$39.9M +$319K +6,342 +0.8%
KIM
82
Kestra Investment Management
Texas
$39.9M -$3.37M -66,918 -8%
Goldman Sachs
83
Goldman Sachs
New York
$39.7M +$8.35M +165,960 +27%
JWA
84
JFS Wealth Advisors
Pennsylvania
$39.7M +$910K +18,091 +2%
Truist Financial
85
Truist Financial
North Carolina
$38.3M -$1.19M -23,643 -3%
ECM
86
Evergreen Capital Management
Washington
$37.5M +$4.83K +96 +0%
WPW
87
Waldron Private Wealth
Pennsylvania
$36.4M -$551K -10,953 -1%
RCA
88
Resonant Capital Advisors
Wisconsin
$35.2M +$2.12M +42,122 +6%
NAS
89
Nicolet Advisory Services
Wisconsin
$35.2M +$6.74M +133,935 +24%
GSIS
90
Global Strategic Investment Solutions
Arizona
$34.8M +$4.7M +93,438 +16%
BFC
91
Bedel Financial Consulting
Indiana
$34.8M +$1.54M +30,628 +5%
WANY
92
Wealthspire Advisors (New York)
New York
$34.6M -$37.8M -751,283 -52%
AIM
93
Allen Investment Management
New York
$33.9M +$2.54M +50,416 +8%
HSA
94
HBK Sorce Advisory
Pennsylvania
$33.6M -$1.18M -23,441 -3%
MWM
95
Modera Wealth Management
New Jersey
$32.2M +$23.5K +467 +0.1%
AC
96
AlphaCore Capital
California
$32M -$1.88M -37,429 -6%
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$32M +$941K +18,709 +3%
BW
98
BIP Wealth
Georgia
$32M +$3.51M +69,800 +12%
GG
99
Gleason Group
Kentucky
$31.7M +$174K +3,465 +0.6%
ASW
100
Astoria Strategic Wealth
Texas
$31.4M -$734K -14,595 -2%