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Vanguard Tax-Exempt Bond Index Fund

1,187 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.92%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
99
Increased
495
Reduced
457
Closed
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
101
Bragg Financial Advisors
North Carolina
$26.3M -$664K -13,547 -2%
BA
102
BIP Alliance
Georgia
$26.1M -$3.68K -75 -0%
FPCP
103
Fort Point Capital Partners
California
$26.1M -$2.71M -55,326 -9%
NAS
104
Nicolet Advisory Services
Wisconsin
$26.1M -$1.17M -24,029 -4%
AC
105
AlphaCore Capital
California
$25.9M +$25.3M +516,747 +4,724%
BPA
106
Beacon Pointe Advisors
California
$25.3M +$1.82M +37,148 +8%
Lazard Asset Management
107
Lazard Asset Management
New York
$25.1M -$24.3M
OWA
108
One Wealth Advisors
California
$24.6M -$2.3M -46,816 -9%
NA
109
NewEdge Advisors
Louisiana
$23.9M +$3.86M +78,777 +19%
Betterment LLC
110
Betterment LLC
New York
$23.7M +$18.5M +376,949 +356%
JPG
111
Jordan Park Group
California
$23.6M +$704K +14,361 +3%
QWP
112
Quotient Wealth Partners
Texas
$23.5M +$834K +17,010 +4%
HP
113
HT Partners
Connecticut
$21.7M +$9.88M +201,418 +84%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$21.6M -$413K -8,416 -2%
APM
115
a16z Perennial Management
California
$21.4M
RW
116
Regimen Wealth
Georgia
$21.3M +$19.6M +400,759 +1,194%
LWM
117
Luminvest Wealth Management
Arizona
$20.5M +$2.13M +43,452 +12%
HCC
118
Hirtle Callaghan & Co
Pennsylvania
$19.7M -$19.9M
JF
119
Jump Financial
Illinois
$19.6M +$19.6M +400,000 New
HWA
120
Heartwood Wealth Advisors
Virginia
$19.3M -$218K -4,445 -1%
CFO
121
Colony Family Offices
North Carolina
$19.1M +$2.58M +52,704 +16%
KAS
122
Kestra Advisory Services
Texas
$19M +$1.59M +32,455 +9%
AA
123
Atmos Advisory
Pennsylvania
$18.6M +$1.49M +30,477 +9%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$18.3M +$3.38M +68,962 +23%
KGP
125
Keystone Global Partners
Colorado
$18.2M +$4.68M +95,376 +34%