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Vanguard Tax-Exempt Bond Index Fund

1,310 hedge funds and large institutions have $32.3B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 611 increasing their positions, 367 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $6.61M

158% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 69

66% more repeat investments, than reductions

Existing positions increased: 611 | Existing positions reduced: 367

11% more capital invested

Capital invested by funds: $28.9B → $32.3B (+$3.31B)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

7% more funds holding

Funds holding: 1,2291,310 (+81)

0.7% less ownership

Funds ownership: 73.3%72.61% (-0.7%)

Holders
1,310
Holders Change
+81
Holders Change %
+6.59%
% of All Funds
15.94%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
178
Increased
611
Reduced
367
Closed
69
Calls
$45.3M
Puts
$6.61M
Net Calls
+$38.7M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1351
Redwood Investment Management
Arizona
-$291K -5,811 Closed
B
1352
Birchbrook
Maine
-$290K -5,785 Closed
PWP
1353
Pursue Wealth Partners
California
-$287K -5,738 Closed
FF
1354
Financial Futures
New Jersey
-$247K -4,938 Closed
SOS
1355
Silver Oak Securities
Tennessee
-$244K -4,867 Closed
LDB
1356
Lee, Danner & Bass
Tennessee
-$228K -4,556 Closed
FWM
1357
Fonville Wealth Management
Virginia
-$225K -4,498 Closed
MWM
1358
Mattern Wealth Management
Kansas
-$224K -4,482 Closed
BTW
1359
Boston Trust Walden
Massachusetts
-$216K -4,305 Closed
XPN
1360
XY Planning Network
Montana
-$204K -4,156 Closed
FFN
1361
Focus Financial Network
Minnesota
-$207K -4,131 Closed
YIA
1362
YHB Investment Advisors
Connecticut
-$202K -4,036 Closed
CIAS
1363
Capital Investment Advisory Services
North Carolina
-$201K -4,013 Closed
SL
1364
SWMG LLC
Texas
-$202K -4,004 Closed
AW
1365
Avion Wealth
Texas
-$157K -3,139 Closed
CF
1366
Centaurus Financial
California
-$117K -2,346 Closed
TCM
1367
TruNorth Capital Management
Michigan
-$75.1K -1,500 Closed
CIR
1368
Clear Investment Research
Georgia
-$61.1K -1,220 Closed
CH
1369
Cromwell Holdings
Wyoming
-$54.1K -1,080 Closed
FMII
1370
Farmers & Merchants Investments Inc
Nebraska
-$54.1K -1,080 Closed
KFI
1371
Key Financial Inc
Pennsylvania
-$48.9K -979 Closed
UFPG
1372
United Financial Planning Group
New York
-$29.4K -587 Closed
FW
1373
Fairway Wealth
Ohio
-$27.7K -553 Closed
JWM
1374
JPL Wealth Management
Colorado
-$25K -500 Closed
GWSG
1375
GPS Wealth Strategies Group
Colorado
-$7.51K -150 Closed