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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
WFA
1076
Wells Financial Advisors
Massachusetts
$296K
RA
1077
Rise Advisors
New York
$295K +$3.32K +66 +1%
DWM
1078
Dogwood Wealth Management
Kansas
$294K
HIM
1079
Hillsdale Investment Management
Ontario, Canada
$289K
TW
1080
Towerpoint Wealth
California
$288K +$288K +5,732 New
GSWM
1081
Golden State Wealth Management
California
$288K +$101 +2 +0%
CA
1082
Crewe Advisors
Utah
$287K +$72K +1,431 +33%
CCFM
1083
Clear Creek Financial Management
Washington
$284K -$182K -3,623 -39%
SPW
1084
Surience Private Wealth
Washington
$284K +$284K +5,646 New
CFSG
1085
Clark Financial Services Group
Missouri
$284K
KWA
1086
Kingswood Wealth Advisors
California
$284K +$59.4K +1,180 +26%
WI
1087
WrapManager Inc
California
$283K +$283K +5,621 New
PWMG
1088
Pioneer Wealth Management Group
Texas
$282K +$25.6K +509 +10%
HBT
1089
Hills Bank & Trust
Iowa
$282K
BBWP
1090
Beacon Bridge Wealth Partners
Pennsylvania
$279K -$66.3K -1,317 -19%
1832 Asset Management
1091
1832 Asset Management
Ontario, Canada
$278K
FWP
1092
Falcon Wealth Planning
California
$277K +$1.01K +20 +0.4%
SWGC
1093
Summit Wealth Group (Colorado)
Colorado
$277K +$82.5K +1,640 +42%
LC
1094
LCNB Corp
Ohio
$275K
BWP
1095
Baldwin Wealth Partners
Massachusetts
$275K +$275K +5,465 New
WT
1096
Whittier Trust
California
$274K +$123K +2,437 +81%
RA
1097
Ruggaard & Associates
Ohio
$274K
HWMO
1098
Heritage Wealth Management (Ohio)
Ohio
$273K +$11.8K +235 +5%
PFG
1099
PAX Financial Group
Texas
$272K -$4.68K -93 -2%
CT
1100
Colonial Trust
South Carolina
$271K -$2.77K -55 -1%