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Vanguard Tax-Exempt Bond Index Fund

1,216 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 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 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 (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
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
AWP
1051
Axis Wealth Partners
Rhode Island
$242K
CCMI
1052
Creative Capital Management Investments
California
$240K
LFA
1053
Level Financial Advisors
New York
$239K
KAS
1054
KPP Advisory Services
Kentucky
$239K
AAS
1055
Annex Advisory Services
Wisconsin
$235K
SA
1056
Sovran Advisors
California
$233K
WAM
1057
Weatherly Asset Management
California
$233K
ZIM
1058
Zacks Investment Management
Illinois
$232K
AA
1059
Armis Advisers
Georgia
$231K
LGWM
1060
Litman Gregory Wealth Management
California
$230K
BH
1061
Burk Holdings
Oklahoma
$230K
LDB
1062
Lee, Danner & Bass
Tennessee
$228K
CNC
1063
Citizens & Northern Corp
Pennsylvania
$228K
KCM
1064
Kanawha Capital Management
Virginia
$228K
SIS
1065
Strategic Investment Solutions
Illinois
$227K
FWM
1066
Fonville Wealth Management
Virginia
$225K
NFG
1067
Nations Financial Group
Iowa
$225K
MWM
1068
Mattern Wealth Management
Kansas
$224K
KCM
1069
Kendall Capital Management
Maryland
$224K
HP
1070
Holistic Planning
Texas
$224K
KWA
1071
Kingswood Wealth Advisors
California
$223K
GPI
1072
General Partner Inc
Pennsylvania
$223K
IWB
1073
Innovative Wealth Building
Maryland
$223K
SPWG
1074
Syntegra Private Wealth Group
Missouri
$222K
SL
1075
SFM LLC
New Hampshire
$222K