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Vanguard Tax-Exempt Bond Index Fund

1,188 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 100 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
-18
Holders Change %
-1.49%
% 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
100
Increased
495
Reduced
457
Closed
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WPWM
1001
Windward Private Wealth Management
Kansas
$281K -$1.04M -21,292 -79%
PWM
1002
Penobscot Wealth Management
Maine
$280K +$47K +959 +20%
LWM
1003
LongView Wealth Management
Georgia
$280K +$280K +5,702 New
PWP
1004
Pursue Wealth Partners
California
$279K +$2.3K +47 +0.8%
DWM
1005
Diversify Wealth Management
Utah
$279K +$279K +5,691 New
HP
1006
Holistic Planning
Texas
$277K -$15.1K -308 -5%
FIC
1007
Family Investment Center
Missouri
$277K +$49 +1 +0%
CFSG
1008
Clark Financial Services Group
Missouri
$276K
BAMG
1009
Brand Asset Management Group
Missouri
$276K -$210K -4,285 -43%
HBT
1010
Hills Bank & Trust
Iowa
$275K -$455K -9,275 -62%
LFG
1011
Leverty Financial Group
Wisconsin
$274K -$617K -12,586 -69%
BI
1012
Binnacle Investments
Iowa
$273K +$112K +2,289 +70%
SFG
1013
Sovereign Financial Group
Connecticut
$272K +$32.1K +654 +13%
1832 Asset Management
1014
1832 Asset Management
Ontario, Canada
$271K
WWM
1015
Whalen Wealth Management
Nevada
$271K +$6.33K +129 +2%
MWM
1016
Mascoma Wealth Management
New Hampshire
$270K
PFG
1017
PAX Financial Group
Texas
$269K +$23.9K +488 +10%
RA
1018
Ruggaard & Associates
Ohio
$267K
VAS
1019
Vestmark Advisory Solutions
Massachusetts
$266K +$266K +5,429 New
SL
1020
SFM LLC
New Hampshire
$265K
CW
1021
Cooksen Wealth
Texas
$265K +$32.9K +670 +14%
NCM
1022
Northland Capital Management
Minnesota
$263K
RWM
1023
Ritholtz Wealth Management
New York
$260K +$260K +5,310 New
CT
1024
Colonial Trust
South Carolina
$260K -$143K -2,923 -36%
AI
1025
Accredited Investors
Minnesota
$259K