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Vanguard Tax-Exempt Bond Index Fund

1,310 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, 611 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

66% more repeat investments, than reductions

Existing positions increased: 611 | 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: 1,2291,310 (+81)

0.7% less ownership

Funds ownership: 73.3%72.61% (-0.7%)

Holders
1,310
Holders Change
+81
Holders Change %
+6.59%
% of All Funds
15.94%
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
611
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
BFA
101
Bragg Financial Advisors
North Carolina
$31M +$1.71M +34,002 +6%
BWP
102
BSW Wealth Partners
Colorado
$31M -$1.3M -25,832 -4%
FCBT
103
First Citizens Bank & Trust
North Carolina
$30.7M +$863K +17,158 +3%
WA
104
Waverly Advisors
Alabama
$30.3M +$366K +7,279 +1%
ONB
105
Old National Bancorp
Indiana
$30M +$11M +218,091 +58%
MNA
106
Manning & Napier Advisors
New York
$29.6M +$3.98M +79,087 +16%
JPG
107
Jordan Park Group
California
$29.3M +$8.41M +167,088 +40%
CI
108
CX Institutional
Indiana
$28.4M +$1.13M +22,442 +4%
MPM
109
MBB Public Markets
Illinois
$28.1M +$28.1M +558,333 New
LWM
110
Luminvest Wealth Management
Arizona
$26.8M +$2.68M +53,251 +11%
SL
111
Salomon & Ludwin
Virginia
$26M +$1.68M +33,355 +7%
BCM
112
Brookstone Capital Management
Illinois
$25.5M +$2.59M +51,388 +11%
OWA
113
One Wealth Advisors
California
$24.1M -$525K -10,436 -2%
NYLIM
114
New York Life Investment Management
New York
$23.9M -$19.2M -380,799 -44%
QWP
115
Quotient Wealth Partners
Texas
$23.8M +$530K +10,536 +2%
Lazard Asset Management
116
Lazard Asset Management
New York
$22.8M -$991K -19,704 -4%
EPM
117
Elm Partners Management
Pennsylvania
$22.8M +$16M +317,820 +236%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$22.5M +$377K +7,483 +2%
RW
119
Regimen Wealth
Georgia
$22.4M +$497K +9,879 +2%
SFA
120
Seneca Financial Advisors
New York
$22M +$2.28M +45,215 +12%
AC
121
Apella Capital
Connecticut
$21.8M +$2.25M +44,649 +11%
HCC
122
Hirtle Callaghan & Co
Pennsylvania
$21.4M
CWM
123
Cahaba Wealth Management
Georgia
$21.3M +$3.12M +61,995 +17%
KAS
124
Kestra Advisory Services
Texas
$21.2M +$2.52M +50,172 +14%
HWA
125
Heartwood Wealth Advisors
Virginia
$20.4M +$83.7K +1,663 +0.4%