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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
KCM
1076
Kendall Capital Management
Maryland
$224K
HP
1077
Holistic Planning
Texas
$224K
KWA
1078
Kingswood Wealth Advisors
California
$223K
GPI
1079
General Partner Inc
Pennsylvania
$223K
IWB
1080
Innovative Wealth Building
Maryland
$223K
SPWG
1081
Syntegra Private Wealth Group
Missouri
$222K
SL
1082
SFM LLC
New Hampshire
$222K
TCM
1083
Thoma Capital Management
Maryland
$220K
JFG
1084
JMG Financial Group
Illinois
$220K
DCM
1085
Donaldson Capital Management
Indiana
$220K
UPS
1086
UHLMANN PRICE SECURITIES
Illinois
$219K
AIA
1087
Accelerate Investment Advisors
California
$217K
BTW
1088
Boston Trust Walden
Massachusetts
$216K
BCA
1089
Bay Colony Advisors
Massachusetts
$214K
CA
1090
Crewe Advisors
Utah
$214K
AFG
1091
Albion Financial Group
Utah
$211K
LI
1092
LRI Investments
Florida
$211K
FMN
1093
Financial Management Network
California
$208K
TCOT
1094
Trust Company of Toledo
Ohio
$208K
FFN
1095
Focus Financial Network
Minnesota
$207K
SPFA
1096
Summit Place Financial Advisors
New Jersey
$207K
SIG
1097
Spinnaker Investment Group
California
$206K
XPN
1098
XY Planning Network
Montana
$204K
WSFS
1099
Wilmington Savings Fund Society
Delaware
$203K
SL
1100
SWMG LLC
Texas
$202K