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Vanguard Tax-Exempt Bond Index Fund

1,206 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 501 increasing their positions, 439 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,206
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
16.39%
Holding in Top 10
102
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.99%
% of All Funds
1.39%
New
106
Increased
501
Reduced
439
Closed
86
Calls
$844K
Puts
$29.7M
Net Calls
-$28.9M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
101
Nicolet Advisory Services
Wisconsin
$27.1M +$946K +19,509 +4%
SL
102
Salomon & Ludwin
Virginia
$26.6M +$964K +19,426 +4%
BA
103
BIP Alliance
Georgia
$26.5M +$601K +12,116 +2%
RCA
104
Resonant Capital Advisors
Wisconsin
$25.5M +$3.34M +67,355 +15%
Lazard Asset Management
105
Lazard Asset Management
New York
$24.3M -$23.2M
BPA
106
Beacon Pointe Advisors
California
$23.7M -$2.38M -47,864 -9%
BOH
107
Bank of Hawaii
Hawaii
$23.6M -$1.83M -36,965 -7%
JPG
108
Jordan Park Group
California
$23.1M +$76.3K +1,537 +0.3%
QWP
109
Quotient Wealth Partners
Texas
$22.9M +$2.82M +56,833 +14%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$22.2M -$5.53M -111,466 -20%
NYLIM
111
New York Life Investment Management
New York
$22M -$969K -19,519 -4%
APM
112
a16z Perennial Management
California
$21.6M
NA
113
NewEdge Advisors
Louisiana
$20.3M -$1.33M -26,790 -6%
HCC
114
Hirtle Callaghan & Co
Pennsylvania
$19.9M -$20.2M
HWA
115
Heartwood Wealth Advisors
Virginia
$19.7M +$1.37M +27,600 +7%
CFB
116
Cullen/Frost Bankers
Texas
$19.3M -$4.02M -80,921 -17%
SLWA
117
San Luis Wealth Advisors
California
$19.1M -$2.47M -49,768 -11%
LWM
118
Luminvest Wealth Management
Arizona
$18.6M -$2.97M -59,953 -14%
MWP
119
Moller Wealth Partners
$18.1M +$1.5M +30,172 +9%
KAS
120
Kestra Advisory Services
Texas
$17.6M +$372K +7,491 +2%
BCM
121
Brookstone Capital Management
Illinois
$17.4M +$1.87M +37,667 +12%
AA
122
Atmos Advisory
Pennsylvania
$17.4M +$1.63M +32,888 +10%
DIA
123
Davidson Investment Advisors
Montana
$17.2M +$62.6K +1,262 +0.4%
SWP
124
Sagespring Wealth Partners
Tennessee
$17.2M -$25.7M -517,311 -60%
Empower Advisory Group
125
Empower Advisory Group
Colorado
$17.1M -$560K -11,287 -3%