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Vanguard Tax-Exempt Bond Index Fund

1,223 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 102 funds opening new positions, 529 increasing their positions, 438 reducing their positions, and 63 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 (+$966M)

4.81% less ownership

Funds ownership: 78.06%73.25% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,223
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
HKIM
1001
Hayek Kallen Investment Management
Alabama
$301K
WCP
1002
Wick Capital Partners
Pennsylvania
$300K
TWM
1003
Trinity Wealth Management
Pennsylvania
$299K
GFPC
1004
Global Financial Private Client
Florida
$299K
BIA
1005
Bell Investment Advisors
California
$297K
KF
1006
Krilogy Financial
Missouri
$295K
MWM
1007
Melfa Wealth Management
Massachusetts
$295K
WFA
1008
Wells Financial Advisors
Massachusetts
$294K
WDG
1009
Wealth Dimensions Group
Ohio
$294K
DWM
1010
Dogwood Wealth Management
Kansas
$292K
TC
1011
Trilogy Capital
California
$292K
PIM
1012
Progressive Investment Management
Oregon
$291K
RIM
1013
Redwood Investment Management
Arizona
$291K
RA
1014
Rise Advisors
New York
$291K
B
1015
Birchbrook
Maine
$290K
WWM
1016
Whalen Wealth Management
Nevada
$289K
LCWP
1017
Legacy Capital Wealth Partners
Arkansas
$289K
HIM
1018
Hillsdale Investment Management
Ontario, Canada
$287K
PWP
1019
Pursue Wealth Partners
California
$287K
GSWM
1020
Golden State Wealth Management
California
$287K
VFG
1021
Valley Financial Group
Pennsylvania
$285K
DWM
1022
Diversify Wealth Management
Utah
$282K
CFSG
1023
Clark Financial Services Group
Missouri
$282K
HBT
1024
Hills Bank & Trust
Iowa
$281K
HCM
1025
Hollencrest Capital Management
California
$281K