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Vanguard Tax-Exempt Bond Index Fund

1,187 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.93%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
99
Increased
495
Reduced
457
Closed
101
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1001
Penobscot Wealth Management
Maine
$280K +$47K +959 +20%
LWM
1002
LongView Wealth Management
Georgia
$280K +$280K +5,702 New
PWP
1003
Pursue Wealth Partners
California
$279K +$2.3K +47 +0.8%
DWM
1004
Diversify Wealth Management
Utah
$279K +$279K +5,691 New
HP
1005
Holistic Planning
Texas
$277K -$15.1K -308 -5%
FIC
1006
Family Investment Center
Missouri
$277K +$49 +1 +0%
CFSG
1007
Clark Financial Services Group
Missouri
$276K
BAMG
1008
Brand Asset Management Group
Missouri
$276K -$210K -4,285 -43%
HBT
1009
Hills Bank & Trust
Iowa
$275K -$455K -9,275 -62%
LFG
1010
Leverty Financial Group
Wisconsin
$274K -$617K -12,586 -69%
BI
1011
Binnacle Investments
Iowa
$273K +$112K +2,289 +70%
SFG
1012
Sovereign Financial Group
Connecticut
$272K +$32.1K +654 +13%
1832 Asset Management
1013
1832 Asset Management
Ontario, Canada
$271K
WWM
1014
Whalen Wealth Management
Nevada
$271K +$6.33K +129 +2%
MWM
1015
Mascoma Wealth Management
New Hampshire
$270K
PFG
1016
PAX Financial Group
Texas
$269K +$23.9K +488 +10%
RA
1017
Ruggaard & Associates
Ohio
$267K
VAS
1018
Vestmark Advisory Solutions
Massachusetts
$266K +$266K +5,429 New
SL
1019
SFM LLC
New Hampshire
$265K
CW
1020
Cooksen Wealth
Texas
$265K +$32.9K +670 +14%
NCM
1021
Northland Capital Management
Minnesota
$263K
RWM
1022
Ritholtz Wealth Management
New York
$260K +$260K +5,310 New
CT
1023
Colonial Trust
South Carolina
$260K -$143K -2,923 -36%
AI
1024
Accredited Investors
Minnesota
$259K
HSG
1025
Helen Stephens Group
Texas
$257K +$2.11K +43 +0.8%