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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
SIS
1201
Strategic Investment Solutions
Illinois
$134K -$93.7K -1,863 -41%
MA
1202
Montag & Associates
Georgia
$128K -$6.99K -139 -5%
WWM
1203
Woodside Wealth Management
Massachusetts
$127K
AWM
1204
Abound Wealth Management
Tennessee
$120K +$4.93K +98 +4%
TFGT
1205
TS Financial Group (TSFG)
Illinois
$118K
CB
1206
Centennial Bank
Arkansas
$117K
AA
1207
Addison Advisors
Vermont
$111K
MWPCG
1208
Measured Wealth Private Client Group
New Hampshire
$105K +$68.2K +1,356 +184%
RWS
1209
Retirement Wealth Solutions
Wisconsin
$103K +$1.16K +23 +1%
BCA
1210
Bitterroot Capital Advisors
Montana
$102K +$102K +2,035 New
DI
1211
DAGCO Inc
Ohio
$102K -$1.91K -38 -2%
PW
1212
Pandora Wealth
Illinois
$101K
CPG
1213
Cornerstone Planning Group
New Jersey
$100K -$696K -13,826 -87%
CYG
1214
Clean Yield Group
Vermont
$99.3K
C
1215
Covestor
United Kingdom
$96K +$12.1K +241 +15%
SIS
1216
Sound Income Strategies
Florida
$95.2K +$52.8K +1,049 +126%
BWL
1217
Bogart Wealth LLC
Virginia
$94.1K +$46.6K +927 +98%
BG
1218
Bollard Group
Massachusetts
$94K +$1.06K +21 +1%
NMG
1219
New Millennium Group
Utah
$92.6K
CAM
1220
Chesapeake Asset Management
New York
$90.7K +$47.5K +944 +110%
GFA
1221
Godfrey Financial Associates
New York
$89.9K +$89.9K +1,787 New
TPBG
1222
Turning Point Benefit Group
Maryland
$84.2K
TCOT
1223
Trust Company of Toledo
Ohio
$83K -$126K -2,500 -60%
CHC
1224
City Holding Co
West Virginia
$81.3K +$81.4K +1,617 New
PGAM
1225
Princeton Global Asset Management
New Jersey
$79.4K +$73.5K +1,461 +1,228%