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Vanguard Tax-Exempt Bond Index Fund

1,201 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 498 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2111,201 (-10)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCP
1001
Wick Capital Partners
Pennsylvania
$294K
GFPC
1002
Global Financial Private Client
Florida
$293K
DWM
1003
Dogwood Wealth Management
Kansas
$286K
PIM
1004
Progressive Investment Management
Oregon
$285K
O3W
1005
Omni 360 Wealth
New Jersey
$284K
B
1006
Birchbrook
Maine
$284K
UPS
1007
UHLMANN PRICE SECURITIES
Illinois
$284K
NIWA
1008
New Insight Wealth Advisors
California
$283K
RIM
1009
Redwood Investment Management
Arizona
$283K
WPWM
1010
Windward Private Wealth Management
Kansas
$281K
PWM
1011
Penobscot Wealth Management
Maine
$280K
LWM
1012
LongView Wealth Management
Georgia
$280K
PWP
1013
Pursue Wealth Partners
California
$279K
DWM
1014
Diversify Wealth Management
Utah
$279K
HP
1015
Holistic Planning
Texas
$277K
FIC
1016
Family Investment Center
Missouri
$277K
CFSG
1017
Clark Financial Services Group
Missouri
$276K
BAMG
1018
Brand Asset Management Group
Missouri
$276K
HBT
1019
Hills Bank & Trust
Iowa
$275K
LFG
1020
Leverty Financial Group
Wisconsin
$274K
BI
1021
Binnacle Investments
Iowa
$273K
SFG
1022
Sovereign Financial Group
Connecticut
$272K
1832 Asset Management
1023
1832 Asset Management
Ontario, Canada
$271K
BFG
1024
Birch Financial Group
New Hampshire
$271K
WWM
1025
Whalen Wealth Management
Nevada
$271K