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Vanguard Tax-Exempt Bond Index Fund

1,201 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 498 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:

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2111,201 (-10)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,201
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
BA
101
BIP Alliance
Georgia
$26.1M
FPCP
102
Fort Point Capital Partners
California
$26.1M
NAS
103
Nicolet Advisory Services
Wisconsin
$26.1M
AC
104
AlphaCore Capital
California
$25.9M
BPA
105
Beacon Pointe Advisors
California
$25.3M
Lazard Asset Management
106
Lazard Asset Management
New York
$25.1M
OWA
107
One Wealth Advisors
California
$24.6M
NA
108
NewEdge Advisors
Louisiana
$23.9M
Betterment LLC
109
Betterment LLC
New York
$23.7M
JPG
110
Jordan Park Group
California
$23.6M
QWP
111
Quotient Wealth Partners
Texas
$23.5M
HP
112
HT Partners
Connecticut
$21.7M
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$21.6M
APM
114
a16z Perennial Management
California
$21.4M
RW
115
Regimen Wealth
Georgia
$21.3M
LWM
116
Luminvest Wealth Management
Arizona
$20.5M
HCC
117
Hirtle Callaghan & Co
Pennsylvania
$19.7M
JF
118
Jump Financial
Illinois
$19.6M
HWA
119
Heartwood Wealth Advisors
Virginia
$19.3M
CFO
120
Colony Family Offices
North Carolina
$19.1M
KAS
121
Kestra Advisory Services
Texas
$19M
AA
122
Atmos Advisory
Pennsylvania
$18.6M
PFP
123
Pinnacle Financial Partners
Tennessee
$18.6M
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$18.3M
KGP
125
Keystone Global Partners
Colorado
$18.2M