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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
FWP
1026
Falcon Wealth Planning
California
$275K
LC
1027
LCNB Corp
Ohio
$274K
RA
1028
Ruggaard & Associates
Ohio
$272K
CT
1029
Colonial Trust
South Carolina
$272K
PA
1030
Pineridge Advisors
Missouri
$272K
CW
1031
Cooksen Wealth
Texas
$270K
NCM
1032
Northland Capital Management
Minnesota
$268K
DWM
1033
Dynasty Wealth Management
Florida
$267K
RWM
1034
Ritholtz Wealth Management
New York
$266K
AI
1035
Accredited Investors
Minnesota
$265K
HSG
1036
Helen Stephens Group
Texas
$264K
LFG
1037
Leverty Financial Group
Wisconsin
$260K
HWMO
1038
Heritage Wealth Management (Ohio)
Ohio
$260K
DWAM
1039
Duncan Williams Asset Management
Tennessee
$259K
TF
1040
TME Financial
California
$257K
PWMG
1041
Pioneer Wealth Management Group
Texas
$256K
MAG
1042
Mokosak Advisory Group
Iowa
$254K
LWM
1043
LongView Wealth Management
Georgia
$253K
1WA
1044
180 Wealth Advisors
Washington
$250K
Qube Research & Technologies (QRT)
1045
Qube Research & Technologies (QRT)
United Kingdom
$248K
LWM
1046
Lodestone Wealth Management
Washington
$248K
FF
1047
Financial Futures
New Jersey
$247K
TCG
1048
Transcendent Capital Group
Oklahoma
$246K
BAG
1049
Bridgewealth Advisory Group
California
$246K
SOS
1050
Silver Oak Securities
Tennessee
$244K