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Vanguard Tax-Exempt Bond Index Fund

1,224 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 102 funds opening new positions, 530 increasing their positions, 438 reducing their positions, and 63 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 (+$966M)

4.81% less ownership

Funds ownership: 78.06%73.25% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,224
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
SIM
1251
Studio Investment Management
Illinois
HW
1252
Hamilton Wealth
California
MBTD
1253
Mechanics Bank - Trust Department
California
WIM
1254
WealthPlan Investment Management
Nebraska
AG
1255
AmeriFlex Group
Nevada
SHGA
1256
Sand Hill Global Advisors
California
VI
1257
VanderPol Investments
Michigan
BW
1258
Blalock Williams
Alabama
PBO
1259
Peoples Bank (Ohio)
Ohio
FIC
1260
Family Investment Center
Missouri
SAM
1261
Summit Asset Management
Tennessee
LWM
1262
Lakeridge Wealth Management
Ohio
HTWM
1263
Hartmann Taylor Wealth Management
Texas
CIM
1264
Cambria Investment Management
California
NP
1265
NorthRock Partners
Minnesota
PHWM
1266
Pine Harbor Wealth Management
Maryland
MCWS
1267
McKinley Carter Wealth Services
West Virginia
EMC
1268
Everest Management Corp
California
AC
1269
Attessa Capital
Arizona
CCC
1270
Compass Capital Corp
Massachusetts
OFO
1271
OneAscent Family Office
Alabama
BBA
1272
Braun-Bostich & Associates
Pennsylvania
GAM
1273
Grandview Asset Management
Pennsylvania
MWS
1274
MFA Wealth Services
California
GDP
1275
Great Diamond Partners
Maine