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Vanguard Tax-Exempt Bond Index Fund

1,202 hedge funds and large institutions have $28B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 500 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:

1% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2131,202 (-11)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,202
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
CWA
1226
Continuum Wealth Advisors
New York
LA
1227
Legacy Advisors
Pennsylvania
STFP
1228
Signal Tree Financial Partners
Ohio
RFN
1229
RDA Financial Network
Iowa
BWG
1230
Beta Wealth Group
California
MA
1231
Mosaic Advisors
Texas
CWC
1232
Carolinas Wealth Consulting
North Carolina
LOPW
1233
Live Oak Private Wealth
North Carolina
BP
1234
BWM Planning
Texas
FBFS
1235
First Business Financial Services
Wisconsin
TW
1236
Towerpoint Wealth
California
KOC
1237
Koss-Olinger Consulting
Florida
SBH
1238
Segall Bryant & Hamill
Illinois
HT
1239
Headlands Technologies
Illinois
CCA
1240
Conservest Capital Advisors
Pennsylvania
RSWA
1241
Robinson Smith Wealth Advisors
Maine
TCG
1242
Transcendent Capital Group
Oklahoma
Fiera Capital (Canada)
1243
Fiera Capital (Canada)
Quebec, Canada
ABC
1244
Associated Banc-Corp
Wisconsin
PCIG
1245
Partners Capital Investment Group
Massachusetts
CW
1246
Code Waechter
Florida
WG
1247
Wealth Group
North Carolina
PFA
1248
Pathway Financial Advisors
Vermont
HIC
1249
Holderness Investments Company
North Carolina
SPFA
1250
Summit Place Financial Advisors
New Jersey