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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
LA
1226
Legacy Advisors
Pennsylvania
STFP
1227
Signal Tree Financial Partners
Ohio
RFN
1228
RDA Financial Network
Iowa
BWG
1229
Beta Wealth Group
California
MA
1230
Mosaic Advisors
Texas
CWC
1231
Carolinas Wealth Consulting
North Carolina
LOPW
1232
Live Oak Private Wealth
North Carolina
BP
1233
BWM Planning
Texas
FBFS
1234
First Business Financial Services
Wisconsin
TW
1235
Towerpoint Wealth
California
KOC
1236
Koss-Olinger Consulting
Florida
SBH
1237
Segall Bryant & Hamill
Illinois
HT
1238
Headlands Technologies
Illinois
CCA
1239
Conservest Capital Advisors
Pennsylvania
RSWA
1240
Robinson Smith Wealth Advisors
Maine
TCG
1241
Transcendent Capital Group
Oklahoma
Fiera Capital (Canada)
1242
Fiera Capital (Canada)
Quebec, Canada
ABC
1243
Associated Banc-Corp
Wisconsin
PCIG
1244
Partners Capital Investment Group
Massachusetts
CW
1245
Code Waechter
Florida
WG
1246
Wealth Group
North Carolina
PFA
1247
Pathway Financial Advisors
Vermont
HIC
1248
Holderness Investments Company
North Carolina
SPFA
1249
Summit Place Financial Advisors
New Jersey
VBFP
1250
Valtinson Bruner Financial Planning
Minnesota