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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
SWA
976
Sax Wealth Advisors
New Jersey
$329K
I
977
IMPACTfolio
Colorado
$328K
NLWP
978
Next Level Wealth Planning
Idaho
$327K
FCFC
979
First Citizens Financial Corp
Iowa
$323K
RT
980
Rockland Trust
Massachusetts
$323K
RRA
981
Round Rock Advisors
Connecticut
$322K
PMFA
982
Plante Moran Financial Advisors
Michigan
$322K
SFG
983
Sovereign Financial Group
Connecticut
$319K
CC
984
Cultivar Capital
Texas
$319K
BFA
985
Bill Few Associates
Pennsylvania
$317K
BI
986
Binnacle Investments
Iowa
$316K
AFA
987
American Financial Advisors
Georgia
$313K
BFA
988
Bright Financial Advisors
Michigan
$313K
NAS
989
NWF Advisory Services
California
$313K
MAG
990
Mayfair Advisory Group
Alabama
$310K
VP
991
Verisail Partners
Georgia
$308K
TAM
992
Titleist Asset Management
Texas
$307K
KP
993
Keel Point
Alabama
$303K
MGW
994
MB Generational Wealth
Washington
$302K
HKIM
995
Hayek Kallen Investment Management
Alabama
$301K
WCP
996
Wick Capital Partners
Pennsylvania
$300K
TWM
997
Trinity Wealth Management
Pennsylvania
$299K
GFPC
998
Global Financial Private Client
Florida
$299K
BIA
999
Bell Investment Advisors
California
$297K
KF
1000
Krilogy Financial
Missouri
$295K