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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
MWM
1001
Melfa Wealth Management
Massachusetts
$295K
WFA
1002
Wells Financial Advisors
Massachusetts
$294K
WDG
1003
Wealth Dimensions Group
Ohio
$294K
DWM
1004
Dogwood Wealth Management
Kansas
$292K
TC
1005
Trilogy Capital
California
$292K
PIM
1006
Progressive Investment Management
Oregon
$291K
RIM
1007
Redwood Investment Management
Arizona
$291K
RA
1008
Rise Advisors
New York
$291K
B
1009
Birchbrook
Maine
$290K
WWM
1010
Whalen Wealth Management
Nevada
$289K
LCWP
1011
Legacy Capital Wealth Partners
Arkansas
$289K
HIM
1012
Hillsdale Investment Management
Ontario, Canada
$287K
PWP
1013
Pursue Wealth Partners
California
$287K
GSWM
1014
Golden State Wealth Management
California
$287K
VFG
1015
Valley Financial Group
Pennsylvania
$285K
DWM
1016
Diversify Wealth Management
Utah
$282K
CFSG
1017
Clark Financial Services Group
Missouri
$282K
HBT
1018
Hills Bank & Trust
Iowa
$281K
HCM
1019
Hollencrest Capital Management
California
$281K
FA
1020
Faithward Advisors
Pennsylvania
$279K
1832 Asset Management
1021
1832 Asset Management
Ontario, Canada
$277K
IF
1022
Intrua Financial
Texas
$276K
HIF
1023
Hill Island Financial
Michigan
$276K
MWM
1024
Mascoma Wealth Management
New Hampshire
$276K
PFG
1025
PAX Financial Group
Texas
$275K