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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
TCM
1076
Thoma Capital Management
Maryland
$220K
JFG
1077
JMG Financial Group
Illinois
$220K
DCM
1078
Donaldson Capital Management
Indiana
$220K
UPS
1079
UHLMANN PRICE SECURITIES
Illinois
$219K
AIA
1080
Accelerate Investment Advisors
California
$217K
BTW
1081
Boston Trust Walden
Massachusetts
$216K
BCA
1082
Bay Colony Advisors
Massachusetts
$214K
CA
1083
Crewe Advisors
Utah
$214K
AFG
1084
Albion Financial Group
Utah
$211K
LI
1085
LRI Investments
Florida
$211K
FMN
1086
Financial Management Network
California
$208K
TCOT
1087
Trust Company of Toledo
Ohio
$208K
FFN
1088
Focus Financial Network
Minnesota
$207K
SPFA
1089
Summit Place Financial Advisors
New Jersey
$207K
SIG
1090
Spinnaker Investment Group
California
$206K
XPN
1091
XY Planning Network
Montana
$204K
WSFS
1092
Wilmington Savings Fund Society
Delaware
$203K
SL
1093
SWMG LLC
Texas
$202K
YIA
1094
YHB Investment Advisors
Connecticut
$202K
CIAS
1095
Capital Investment Advisory Services
North Carolina
$201K
OWP
1096
ORG Wealth Partners
Texas
$200K
LBC
1097
Lowe Brockenbrough & Co
Virginia
$200K
LFAS
1098
Level Four Advisory Services
Texas
$200K
FP
1099
Financial Perspectives
Minnesota
$196K
MA
1100
MCF Advisors
Kentucky
$193K