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Vanguard Tax-Exempt Bond Index Fund

1,311 hedge funds and large institutions have $32.3B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 612 increasing their positions, 367 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $6.61M

158% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 69

67% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 367

11% more capital invested

Capital invested by funds: $28.9B → $32.3B (+$3.31B)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

7% more funds holding

Funds holding: 1,2291,311 (+82)

0.69% less ownership

Funds ownership: 73.3%72.61% (-0.69%)

Holders
1,311
Holders Change
+82
Holders Change %
+6.67%
% of All Funds
15.95%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
178
Increased
612
Reduced
367
Closed
69
Calls
$45.3M
Puts
$6.61M
Net Calls
+$38.7M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RRA
1051
Round Rock Advisors
Connecticut
$323K
KFAS
1052
Keating Financial Advisory Services
Kansas
$323K +$323K +6,429 New
AWA
1053
Arete Wealth Advisors
Illinois
$323K -$15.8K -315 -5%
CC
1054
Cultivar Capital
Texas
$321K
BFA
1055
Bill Few Associates
Pennsylvania
$319K
SWM
1056
Sterling Wealth Management
Illinois
$318K -$47.2K -939 -13%
NAS
1057
NWF Advisory Services
California
$318K +$3.52K +70 +1%
First Trust Advisors
1058
First Trust Advisors
Illinois
$317K -$51.4K -1,021 -14%
MKW
1059
Mullaney, Keating & Wright
Connecticut
$315K +$3.52K +70 +1%
BFA
1060
Bright Financial Advisors
Michigan
$315K
BRWA
1061
B. Riley Wealth Advisors
Florida
$314K -$209K -4,153 -40%
HFA
1062
Hershey Financial Advisers
Pennsylvania
$306K +$306K +6,090 New
AWM
1063
Activest Wealth Management
Florida
$305K +$229K +4,559 +302%
KP
1064
Keel Point
Alabama
$304K
AWM
1065
Apex Wealth Management
New Hampshire
$302K -$87.2K -1,733 -22%
BIA
1066
Bell Investment Advisors
California
$302K +$3.37K +67 +1%
AFA
1067
American Financial Advisors
Georgia
$302K -$13.2K -262 -4%
CFGA
1068
Cambridge Financial Group (Arizona)
Arizona
$301K -$549K -10,913 -65%
VP
1069
Verisail Partners
Georgia
$301K -$8.25K -164 -3%
TWM
1070
Trinity Wealth Management
Pennsylvania
$300K
GFPC
1071
Global Financial Private Client
Florida
$300K
MGW
1072
MB Generational Wealth
Washington
$300K -$3.57K -71 -1%
IWN
1073
Independent Wealth Network
Iowa
$298K -$78.8K -1,567 -21%
WWM
1074
Whalen Wealth Management
Nevada
$297K +$6.44K +128 +2%
MWM
1075
Melfa Wealth Management
Massachusetts
$296K