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Vanguard Tax-Exempt Bond Index Fund

1,202 hedge funds and large institutions have $28B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 500 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:

1% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2131,202 (-11)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,202
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
VFG
1076
Valley Financial Group
Pennsylvania
$218K
GAM
1077
Grandview Asset Management
Pennsylvania
$218K
SOS
1078
Silver Oak Securities
Tennessee
$218K
IWB
1079
Innovative Wealth Building
Maryland
$216K
TCM
1080
Thoma Capital Management
Maryland
$216K
LGWM
1081
Litman Gregory Wealth Management
California
$216K
JFG
1082
JMG Financial Group
Illinois
$215K
MWS
1083
MFA Wealth Services
California
$215K
GDP
1084
Great Diamond Partners
Maine
$214K
KFGG
1085
Keystone Financial Group (Georgia)
Georgia
$214K
GPW
1086
Gray Private Wealth
Massachusetts
$213K
SFS
1087
Sowell Financial Services
Arkansas
$211K
IIA
1088
Integrity Investment Advisors
Colorado
$210K
CA
1089
Crewe Advisors
Utah
$210K
LI
1090
LRI Investments
Florida
$208K
AFG
1091
Albion Financial Group
Utah
$207K
AWM
1092
Abound Wealth Management
Tennessee
$206K
NAMNJ
1093
NorthStar Asset Management (New Jersey)
New Jersey
$205K
VP
1094
Verum Partners
North Carolina
$205K
ACM
1095
AlphaStar Capital Management
North Carolina
$204K
XPN
1096
XY Planning Network
Montana
$204K
SCM
1097
Sollinda Capital Management
Florida
$204K
OWP
1098
ORG Wealth Partners
Texas
$196K
AA
1099
Addison Advisors
Vermont
$185K
MA
1100
MCF Advisors
Kentucky
$180K