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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 %
HSG
1026
Helen Stephens Group
Texas
$257K +$2.11K +43 +0.8%
GSWM
1027
Golden State Wealth Management
California
$255K -$80.5K -1,642 -24%
HWMO
1028
Heritage Wealth Management (Ohio)
Ohio
$254K -$101K -2,050 -28%
DWAM
1029
Duncan Williams Asset Management
Tennessee
$254K +$254K +5,175 New
SAM
1030
Summit Asset Management
Tennessee
$253K
LWM
1031
Lakeridge Wealth Management
Ohio
$252K -$29.3K -598 -10%
1WA
1032
180 Wealth Advisors
Washington
$248K +$7.36K +150 +3%
MAG
1033
Mokosak Advisory Group
Iowa
$246K +$2.01K +41 +0.8%
HTWM
1034
Hartmann Taylor Wealth Management
Texas
$245K +$245K +5,000 New
KHC
1035
Koesten Hirschmann & Crabtree
Kansas
$243K -$91.4K -1,865 -27%
LWM
1036
Lodestone Wealth Management
Washington
$243K +$243K +4,950 New
CIM
1037
Cambria Investment Management
California
$243K -$118K -2,413 -33%
FF
1038
Financial Futures
New Jersey
$242K +$29.1K +593 +14%
BAG
1039
Bridgewealth Advisory Group
California
$241K +$241K +4,914 New
NP
1040
NorthRock Partners
Minnesota
$240K +$3.24K +66 +1%
TC
1041
Trilogy Capital
California
$237K
PHWM
1042
Pine Harbor Wealth Management
Maryland
$236K
AWP
1043
Axis Wealth Partners
Rhode Island
$235K -$15.7K -321 -6%
KAS
1044
KPP Advisory Services
Kentucky
$234K
CA
1045
Calton & Associates
Florida
$232K -$142K -2,899 -38%
CCMI
1046
Creative Capital Management Investments
California
$232K -$208K -4,250 -47%
SIG
1047
Spinnaker Investment Group
California
$231K -$55.5K -1,132 -19%
FWM
1048
Fonville Wealth Management
Virginia
$231K
SPWG
1049
Syntegra Private Wealth Group
Missouri
$229K
MCWS
1050
McKinley Carter Wealth Services
West Virginia
$229K -$1.55M -31,524 -87%