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Vanguard Tax-Exempt Bond Index Fund

1,216 hedge funds and large institutions have $28.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $28B → $28.9B (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$2.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$29.8M
FCBT
102
First Citizens Bank & Trust
North Carolina
$29.7M
BFA
103
Bragg Financial Advisors
North Carolina
$29.1M
TCB
104
Texas Capital Bancshares
Texas
$28.8M
BW
105
BIP Wealth
Georgia
$28.4M
NAS
106
Nicolet Advisory Services
Wisconsin
$28.1M
CI
107
CX Institutional
Indiana
$27.1M
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$27M
MNA
109
Manning & Napier Advisors
New York
$25.5M
JF
110
Jump Financial
Illinois
$25M
OWA
111
One Wealth Advisors
California
$24.5M
SL
112
Salomon & Ludwin
Virginia
$24.1M
LWM
113
Luminvest Wealth Management
Arizona
$24M
Lazard Asset Management
114
Lazard Asset Management
New York
$23.7M
QWP
115
Quotient Wealth Partners
Texas
$23.1M
BCM
116
Brookstone Capital Management
Illinois
$22.8M
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$22M
RW
118
Regimen Wealth
Georgia
$21.8M
HCC
119
Hirtle Callaghan & Co
Pennsylvania
$21.5M
CFO
120
Colony Family Offices
North Carolina
$21.5M
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$21.4M
RFC
122
Regions Financial Corp
Alabama
$21M
JPG
123
Jordan Park Group
California
$20.8M
HWA
124
Heartwood Wealth Advisors
Virginia
$20.3M
AC
125
Apella Capital
Connecticut
$19.7M