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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
HIG
76
Heritage Investment Group
Florida
$40.9M
M&T Bank
77
M&T Bank
New York
$39.4M
Truist Financial
78
Truist Financial
North Carolina
$39.3M
BPA
79
Beacon Pointe Advisors
California
$39.1M
NA
80
NewEdge Advisors
Louisiana
$38.8M
OCM
81
One Capital Management
California
$38.7M
JWA
82
JFS Wealth Advisors
Pennsylvania
$38.6M
AF
83
Allworth Financial
California
$37.4M
ECM
84
Evergreen Capital Management
Washington
$37.3M
WPW
85
Waldron Private Wealth
Pennsylvania
$36.8M
HSA
86
HBK Sorce Advisory
Pennsylvania
$34.6M
WCWM
87
Willow Creek Wealth Management
California
$34M
AC
88
AlphaCore Capital
California
$33.8M
Renaissance Technologies
89
Renaissance Technologies
New York
$33.7M
FPCP
90
Fort Point Capital Partners
California
$33.7M
BFC
91
Bedel Financial Consulting
Indiana
$33.1M
RCA
92
Resonant Capital Advisors
Wisconsin
$32.9M
BWP
93
BSW Wealth Partners
Colorado
$32.1M
MWM
94
Modera Wealth Management
New Jersey
$32.1M
ASW
95
Astoria Strategic Wealth
Texas
$32M
GG
96
Gleason Group
Kentucky
$31.3M
Goldman Sachs
97
Goldman Sachs
New York
$31.2M
AIM
98
Allen Investment Management
New York
$31.2M
Envestnet Portfolio Solutions
99
Envestnet Portfolio Solutions
Illinois
$30.9M
GSIS
100
Global Strategic Investment Solutions
Arizona
$30M