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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
BW
1251
Blalock Williams
Alabama
PBO
1252
Peoples Bank (Ohio)
Ohio
FIC
1253
Family Investment Center
Missouri
SAM
1254
Summit Asset Management
Tennessee
LWM
1255
Lakeridge Wealth Management
Ohio
HTWM
1256
Hartmann Taylor Wealth Management
Texas
CIM
1257
Cambria Investment Management
California
NP
1258
NorthRock Partners
Minnesota
PHWM
1259
Pine Harbor Wealth Management
Maryland
MCWS
1260
McKinley Carter Wealth Services
West Virginia
EMC
1261
Everest Management Corp
California
AC
1262
Attessa Capital
Arizona
CCC
1263
Compass Capital Corp
Massachusetts
OFO
1264
OneAscent Family Office
Alabama
BBA
1265
Braun-Bostich & Associates
Pennsylvania
GAM
1266
Grandview Asset Management
Pennsylvania
MWS
1267
MFA Wealth Services
California
GDP
1268
Great Diamond Partners
Maine
GPW
1269
Gray Private Wealth
Massachusetts
SFS
1270
Sowell Financial Services
Arkansas
NAMNJ
1271
NorthStar Asset Management (New Jersey)
New Jersey
VP
1272
Verum Partners
North Carolina
ACM
1273
AlphaStar Capital Management
North Carolina
SCM
1274
Sollinda Capital Management
Florida
PCA
1275
PMV Capital Advisers
Texas