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Vanguard Tax-Exempt Bond Index Fund

1,339 hedge funds and large institutions have $28.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 653 increasing their positions, 382 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4.26% less ownership

Funds ownership: 72.6%68.34% (-4.3%)

13% less capital invested

Capital invested by funds: $32.3B → $28.2B (-$4.1B)

25% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $15.8M

Holders
1,339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
88
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.8M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASW
101
Astoria Strategic Wealth
Texas
$32.2M
MNA
102
Manning & Napier Advisors
New York
$32M
Goldman Sachs
103
Goldman Sachs
New York
$31.6M
BWP
104
BSW Wealth Partners
Colorado
$31.4M
MWM
105
Modera Wealth Management
New Jersey
$31.2M
FCBT
106
First Citizens Bank & Trust
North Carolina
$30.4M
UBS AM
107
UBS AM
Illinois
$30M
CI
108
CX Institutional
Indiana
$29.4M
SL
109
Salomon & Ludwin
Virginia
$28.5M
BCM
110
Brookstone Capital Management
Illinois
$28M
MFG
111
Merit Financial Group
Georgia
$27.7M
LWM
112
Luminvest Wealth Management
Arizona
$27.1M
AC
113
AlphaCore Capital
California
$26.8M
TIAA Trust, National Association
114
TIAA Trust, National Association
North Carolina
$26.6M
PHWA
115
Petersen Hastings Wealth Advisors
Washington
$26.4M
NYLIM
116
New York Life Investment Management
New York
$25.4M
LAM
117
L2 Asset Management
Massachusetts
$25.2M
RW
118
Regimen Wealth
Georgia
$25.2M
OWA
119
One Wealth Advisors
California
$24.6M
QWP
120
Quotient Wealth Partners
Texas
$24.3M
AC
121
Apella Capital
Connecticut
$24.1M
Citadel Advisors
122
Citadel Advisors
Florida
$24M
HWA
123
Heartwood Wealth Advisors
Virginia
$23.2M
Lazard Asset Management
124
Lazard Asset Management
New York
$22.6M
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$22.4M