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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
AA
126
Atmos Advisory
Pennsylvania
$20.3M +$1.05M +20,919 +5%
PHWA
127
Petersen Hastings Wealth Advisors
Washington
$20.3M +$20.3M +403,510 New
LHP
128
Lexington Hill Partners
Texas
$19.9M +$19.9M +395,788 New
Brown Advisory
129
Brown Advisory
Maryland
$19.9M +$704K +14,000 +4%
CFO
130
Colony Family Offices
North Carolina
$19.5M -$2.1M -41,762 -10%
CFB
131
Cullen/Frost Bankers
Texas
$18.7M +$6.47M +128,672 +53%
DIA
132
Davidson Investment Advisors
Montana
$18.7M +$504K +10,009 +3%
MWP
133
Moller Wealth Partners
$18.7M +$177K +3,511 +1%
SCP
134
Stamos Capital Partners
California
$18.5M -$1.2M -23,829 -6%
AFG
135
Atomi Financial Group
New York
$18.5M +$1.71M +33,931 +10%
VT
136
Vise Technologies
New York
$18.4M +$7.66M +152,136 +71%
SP
137
Stairway Partners
Illinois
$18.3M +$2.54M +50,439 +16%
AWE
138
Avidian Wealth Enterprises
Texas
$18.3M +$2.54M +50,534 +16%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$18.3M -$633K -12,589 -3%
CIC
140
Carnegie Investment Counsel
Ohio
$18.1M -$128K -2,546 -0.7%
Deutsche Bank
141
Deutsche Bank
Germany
$18M -$190K -3,783 -1%
AssetMark Inc
142
AssetMark Inc
California
$17.4M +$311K +6,182 +2%
RFC
143
Regions Financial Corp
Alabama
$16.9M -$4.21M -83,695 -20%
Comerica Bank
144
Comerica Bank
Texas
$16.7M +$222K +4,402 +1%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$16.7M +$2.41M +47,845 +17%
FHC
146
First Horizon Corporation
Tennessee
$16.6M +$515K +10,226 +3%
UA
147
Unison Advisors
District of Columbia
$16.6M +$9.06K +180 +0.1%
TCM
148
Towneley Capital Management
California
$16.6M -$66.6K -1,324 -0.4%
RA
149
Riversedge Advisors
Delaware
$16.3M +$113K +2,253 +0.7%
PCM
150
Passive Capital Management
Maryland
$16M +$32.7K +650 +0.2%