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Vanguard Tax-Exempt Bond Index Fund

1,224 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, 530 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
1,224
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
1WA
1051
180 Wealth Advisors
Washington
$250K
Qube Research & Technologies (QRT)
1052
Qube Research & Technologies (QRT)
United Kingdom
$248K
LWM
1053
Lodestone Wealth Management
Washington
$248K
FF
1054
Financial Futures
New Jersey
$247K
TCG
1055
Transcendent Capital Group
Oklahoma
$246K
BAG
1056
Bridgewealth Advisory Group
California
$246K
SOS
1057
Silver Oak Securities
Tennessee
$244K
AWP
1058
Axis Wealth Partners
Rhode Island
$242K
CCMI
1059
Creative Capital Management Investments
California
$240K
LFA
1060
Level Financial Advisors
New York
$239K
KAS
1061
KPP Advisory Services
Kentucky
$239K
AAS
1062
Annex Advisory Services
Wisconsin
$235K
SA
1063
Sovran Advisors
California
$233K
WAM
1064
Weatherly Asset Management
California
$233K
ZIM
1065
Zacks Investment Management
Illinois
$232K
AA
1066
Armis Advisers
Georgia
$231K
LGWM
1067
Litman Gregory Wealth Management
California
$230K
BH
1068
Burk Holdings
Oklahoma
$230K
LDB
1069
Lee, Danner & Bass
Tennessee
$228K
CNC
1070
Citizens & Northern Corp
Pennsylvania
$228K
KCM
1071
Kanawha Capital Management
Virginia
$228K
SIS
1072
Strategic Investment Solutions
Illinois
$227K
FWM
1073
Fonville Wealth Management
Virginia
$225K
NFG
1074
Nations Financial Group
Iowa
$225K
MWM
1075
Mattern Wealth Management
Kansas
$224K