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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
YIA
1101
YHB Investment Advisors
Connecticut
$202K
CIAS
1102
Capital Investment Advisory Services
North Carolina
$201K
OWP
1103
ORG Wealth Partners
Texas
$200K
LBC
1104
Lowe Brockenbrough & Co
Virginia
$200K
LFAS
1105
Level Four Advisory Services
Texas
$200K
FP
1106
Financial Perspectives
Minnesota
$196K
MA
1107
MCF Advisors
Kentucky
$193K
FC
1108
Fairscale Capital
New Hampshire
$178K
VCM
1109
Versant Capital Management
Arizona
$169K
AT
1110
Arlington Trust
Alabama
$168K
RLIM
1111
Red Lighthouse Investment Management
New York
$164K
VWWMG
1112
Vermillion & White Wealth Management Group
Pennsylvania
$161K
AW
1113
Avion Wealth
Texas
$157K
WT
1114
Whittier Trust
California
$150K
IAS
1115
IMA Advisory Services
Colorado
$150K
1L
1116
10Elms LLP
Oklahoma
$142K
FNWA
1117
Financial Network Wealth Advisors
Utah
$141K
MBFW
1118
Morton Brown Family Wealth
Pennsylvania
$137K
MA
1119
Montag & Associates
Georgia
$135K
JFGIW
1120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K
WWM
1121
Woodside Wealth Management
Massachusetts
$127K
TFGT
1122
TS Financial Group (TSFG)
Illinois
$117K
CF
1123
Centaurus Financial
California
$117K
CB
1124
Centennial Bank
Arkansas
$117K
EB
1125
Eastern Bank
Massachusetts
$115K