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Vanguard Tax-Exempt Bond Index Fund

1,202 hedge funds and large institutions have $28B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 500 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2131,202 (-11)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
101
Bragg Financial Advisors
North Carolina
$26.3M
BA
102
BIP Alliance
Georgia
$26.1M
FPCP
103
Fort Point Capital Partners
California
$26.1M
NAS
104
Nicolet Advisory Services
Wisconsin
$26.1M
AC
105
AlphaCore Capital
California
$25.9M
BPA
106
Beacon Pointe Advisors
California
$25.3M
Lazard Asset Management
107
Lazard Asset Management
New York
$25.1M
OWA
108
One Wealth Advisors
California
$24.6M
NA
109
NewEdge Advisors
Louisiana
$23.9M
Betterment LLC
110
Betterment LLC
New York
$23.7M
JPG
111
Jordan Park Group
California
$23.6M
QWP
112
Quotient Wealth Partners
Texas
$23.5M
HP
113
HT Partners
Connecticut
$21.7M
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$21.6M
APM
115
a16z Perennial Management
California
$21.4M
RW
116
Regimen Wealth
Georgia
$21.3M
LWM
117
Luminvest Wealth Management
Arizona
$20.5M
HCC
118
Hirtle Callaghan & Co
Pennsylvania
$19.7M
JF
119
Jump Financial
Illinois
$19.6M
HWA
120
Heartwood Wealth Advisors
Virginia
$19.3M
CFO
121
Colony Family Offices
North Carolina
$19.1M
KAS
122
Kestra Advisory Services
Texas
$19M
AA
123
Atmos Advisory
Pennsylvania
$18.6M
PFP
124
Pinnacle Financial Partners
Tennessee
$18.6M
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$18.3M