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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
FA
1026
Faithward Advisors
Pennsylvania
$279K
1832 Asset Management
1027
1832 Asset Management
Ontario, Canada
$277K
IF
1028
Intrua Financial
Texas
$276K
HIF
1029
Hill Island Financial
Michigan
$276K
MWM
1030
Mascoma Wealth Management
New Hampshire
$276K
PFG
1031
PAX Financial Group
Texas
$275K
FWP
1032
Falcon Wealth Planning
California
$275K
LC
1033
LCNB Corp
Ohio
$274K
RA
1034
Ruggaard & Associates
Ohio
$272K
CT
1035
Colonial Trust
South Carolina
$272K
PA
1036
Pineridge Advisors
Missouri
$272K
CW
1037
Cooksen Wealth
Texas
$270K
NCM
1038
Northland Capital Management
Minnesota
$268K
DWM
1039
Dynasty Wealth Management
Florida
$267K
RWM
1040
Ritholtz Wealth Management
New York
$266K
AI
1041
Accredited Investors
Minnesota
$265K
HSG
1042
Helen Stephens Group
Texas
$264K
LFG
1043
Leverty Financial Group
Wisconsin
$260K
HWMO
1044
Heritage Wealth Management (Ohio)
Ohio
$260K
DWAM
1045
Duncan Williams Asset Management
Tennessee
$259K
TF
1046
TME Financial
California
$257K
PWMG
1047
Pioneer Wealth Management Group
Texas
$256K
MAG
1048
Mokosak Advisory Group
Iowa
$254K
LWM
1049
LongView Wealth Management
Georgia
$253K
1WA
1050
180 Wealth Advisors
Washington
$250K