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Vanguard Tax-Exempt Bond Index Fund

1,202 hedge funds and large institutions have $28B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 500 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:

1% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2131,202 (-11)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,202
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
WWM
1026
Whalen Wealth Management
Nevada
$271K
MWM
1027
Mascoma Wealth Management
New Hampshire
$270K
PFG
1028
PAX Financial Group
Texas
$269K
RA
1029
Ruggaard & Associates
Ohio
$267K
VAS
1030
Vestmark Advisory Solutions
Massachusetts
$266K
SL
1031
SFM LLC
New Hampshire
$265K
CW
1032
Cooksen Wealth
Texas
$265K
NCM
1033
Northland Capital Management
Minnesota
$263K
RWM
1034
Ritholtz Wealth Management
New York
$260K
CT
1035
Colonial Trust
South Carolina
$260K
AI
1036
Accredited Investors
Minnesota
$259K
HSG
1037
Helen Stephens Group
Texas
$257K
GSWM
1038
Golden State Wealth Management
California
$255K
HWMO
1039
Heritage Wealth Management (Ohio)
Ohio
$254K
DWAM
1040
Duncan Williams Asset Management
Tennessee
$254K
SAM
1041
Summit Asset Management
Tennessee
$253K
LWM
1042
Lakeridge Wealth Management
Ohio
$252K
1WA
1043
180 Wealth Advisors
Washington
$248K
MAG
1044
Mokosak Advisory Group
Iowa
$246K
HTWM
1045
Hartmann Taylor Wealth Management
Texas
$245K
KHC
1046
Koesten Hirschmann & Crabtree
Kansas
$243K
LWM
1047
Lodestone Wealth Management
Washington
$243K
CIM
1048
Cambria Investment Management
California
$243K
FF
1049
Financial Futures
New Jersey
$242K
BAG
1050
Bridgewealth Advisory Group
California
$241K