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Vanguard Tax-Exempt Bond Index Fund

1,223 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, 529 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
1,223
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
HP
1076
Holistic Planning
Texas
$224K
KWA
1077
Kingswood Wealth Advisors
California
$223K
GPI
1078
General Partner Inc
Pennsylvania
$223K
IWB
1079
Innovative Wealth Building
Maryland
$223K
SPWG
1080
Syntegra Private Wealth Group
Missouri
$222K
SL
1081
SFM LLC
New Hampshire
$222K
TCM
1082
Thoma Capital Management
Maryland
$220K
JFG
1083
JMG Financial Group
Illinois
$220K
DCM
1084
Donaldson Capital Management
Indiana
$220K
UPS
1085
UHLMANN PRICE SECURITIES
Illinois
$219K
AIA
1086
Accelerate Investment Advisors
California
$217K
BTW
1087
Boston Trust Walden
Massachusetts
$216K
BCA
1088
Bay Colony Advisors
Massachusetts
$214K
CA
1089
Crewe Advisors
Utah
$214K
AFG
1090
Albion Financial Group
Utah
$211K
LI
1091
LRI Investments
Florida
$211K
FMN
1092
Financial Management Network
California
$208K
TCOT
1093
Trust Company of Toledo
Ohio
$208K
FFN
1094
Focus Financial Network
Minnesota
$207K
SPFA
1095
Summit Place Financial Advisors
New Jersey
$207K
SIG
1096
Spinnaker Investment Group
California
$206K
XPN
1097
XY Planning Network
Montana
$204K
WSFS
1098
Wilmington Savings Fund Society
Delaware
$203K
SL
1099
SWMG LLC
Texas
$202K
YIA
1100
YHB Investment Advisors
Connecticut
$202K