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Vanguard Tax-Exempt Bond Index Fund

1,312 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 179 funds opening new positions, 612 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

159% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 69

67% more repeat investments, than reductions

Existing positions increased: 612 | 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: 1,2291,312 (+83)

0.69% less ownership

Funds ownership: 73.3%72.61% (-0.69%)

Holders
1,312
Holders Change
+83
Holders Change %
+6.75%
% of All Funds
15.96%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
179
Increased
612
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
LRPA
976
L. Roy Papp & Associates
Arizona
$436K +$436K +8,668 New
MCM
977
Morton Capital Management
California
$436K +$15.9K +316 +4%
TW
978
Traveka Wealth
California
$435K +$435K +8,641 New
RWB
979
RMR Wealth Builders
New Jersey
$433K -$20.2K -402 -4%
SCM
980
Sheridan Capital Management
California
$430K
AIM
981
Archer Investment Management
Texas
$426K +$426K +8,469 New
FWM
982
FFT Wealth Management
Pennsylvania
$422K -$159K -3,166 -27%
EFS
983
Essex Financial Services
Connecticut
$421K +$22.7K +452 +6%
HCM
984
Hollencrest Capital Management
California
$421K +$139K +2,766 +49%
LFAS
985
Level Four Advisory Services
Texas
$415K +$214K +4,250 +106%
KFGK
986
Keystone Financial Group (Kentucky)
Kentucky
$413K -$39.7K -788 -9%
BFG
987
Birch Financial Group
New Hampshire
$410K -$8K -159 -2%
SSA
988
Shepherd Street Advisors
California
$407K +$407K +8,085 New
SAM
989
Sawgrass Asset Management
Florida
$407K
QPWM
990
Quadrant Private Wealth Management
Pennsylvania
$399K -$7.35K -146 -2%
XF
991
XML Financial
Maryland
$399K +$399K +7,926 New
SPI
992
Sutton Place Investors
New York
$398K -$8.86K -176 -2%
TAM
993
Titleist Asset Management
Texas
$397K +$88.4K +1,756 +29%
Fifth Third Bancorp
994
Fifth Third Bancorp
Ohio
$396K +$40.3K +800 +11%
NWM
995
Navigoe Wealth Management
California
$395K
5NPW
996
55 North Private Wealth
Florida
$394K +$394K +7,833 New
PP
997
Patron Partners
Texas
$393K -$116K -2,302 -23%
WMR
998
Wealth Management Resources
Rhode Island
$392K -$398K -7,907 -50%
TWA
999
Trellis Wealth Advisors
California
$392K +$1.51K +30 +0.4%
EFP
1000
EnRich Financial Partners
Wisconsin
$387K +$27.6K +549 +8%