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Vanguard Tax-Exempt Bond Index Fund

1,201 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 498 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:

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2111,201 (-10)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,201
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
TC
1051
Trilogy Capital
California
$237K
PHWM
1052
Pine Harbor Wealth Management
Maryland
$236K
FAFN
1053
First Affirmative Financial Network
Colorado
$236K
AWP
1054
Axis Wealth Partners
Rhode Island
$235K
KAS
1055
KPP Advisory Services
Kentucky
$234K
CA
1056
Calton & Associates
Florida
$232K
CCMI
1057
Creative Capital Management Investments
California
$232K
SIG
1058
Spinnaker Investment Group
California
$231K
FWM
1059
Fonville Wealth Management
Virginia
$231K
SPWG
1060
Syntegra Private Wealth Group
Missouri
$229K
MCWS
1061
McKinley Carter Wealth Services
West Virginia
$229K
WAM
1062
Weatherly Asset Management
California
$228K
EMC
1063
Everest Management Corp
California
$227K
CNC
1064
Citizens & Northern Corp
Pennsylvania
$226K
AC
1065
Attessa Capital
Arizona
$226K
CCC
1066
Compass Capital Corp
Massachusetts
$225K
OFO
1067
OneAscent Family Office
Alabama
$223K
KCM
1068
Kanawha Capital Management
Virginia
$223K
BBA
1069
Braun-Bostich & Associates
Pennsylvania
$220K
CIA
1070
Cape Investment Advisory
Georgia
$220K
MWM
1071
Mattern Wealth Management
Kansas
$220K
KCM
1072
Kendall Capital Management
Maryland
$219K
LFA
1073
Level Financial Advisors
New York
$219K
GPI
1074
General Partner Inc
Pennsylvania
$219K
VFG
1075
Valley Financial Group
Pennsylvania
$218K