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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
FC
1101
Fairscale Capital
New Hampshire
$178K
VCM
1102
Versant Capital Management
Arizona
$169K
AT
1103
Arlington Trust
Alabama
$168K
RLIM
1104
Red Lighthouse Investment Management
New York
$164K
VWWMG
1105
Vermillion & White Wealth Management Group
Pennsylvania
$161K
AW
1106
Avion Wealth
Texas
$157K
WT
1107
Whittier Trust
California
$150K
IAS
1108
IMA Advisory Services
Colorado
$150K
1L
1109
10Elms LLP
Oklahoma
$142K
FNWA
1110
Financial Network Wealth Advisors
Utah
$141K
MBFW
1111
Morton Brown Family Wealth
Pennsylvania
$137K
MA
1112
Montag & Associates
Georgia
$135K
JFGIW
1113
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K
WWM
1114
Woodside Wealth Management
Massachusetts
$127K
TFGT
1115
TS Financial Group (TSFG)
Illinois
$117K
CF
1116
Centaurus Financial
California
$117K
CB
1117
Centennial Bank
Arkansas
$117K
EB
1118
Eastern Bank
Massachusetts
$115K
CTC
1119
Central Trust Company
Missouri
$114K
AWM
1120
Abound Wealth Management
Tennessee
$114K
AA
1121
Addison Advisors
Vermont
$111K
DI
1122
DAGCO Inc
Ohio
$103K
RWS
1123
Retirement Wealth Solutions
Wisconsin
$102K
PW
1124
Pandora Wealth
Illinois
$100K
SWA
1125
SOA Wealth Advisors
New York
$99.9K