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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
AWE
151
Avidian Wealth Enterprises
Texas
$15.7M
P
152
&Partners
Tennessee
$15.6M
SPP
153
Single Point Partners
Massachusetts
$15.6M
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$15.5M
MFG
155
Merit Financial Group
Georgia
$15.4M
SFG
156
Stonebridge Financial Group
Pennsylvania
$15.4M
Citadel Advisors
157
Citadel Advisors
Florida
$15.3M
FM
158
Foster & Motley
Ohio
$15.3M
FVWA
159
Foster Victor Wealth Advisors
South Carolina
$15.2M
CAM
160
Clark Asset Management
New Hampshire
$14.9M
FT
161
Fiduciary Trust
Massachusetts
$14.9M
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$14.3M
DP
163
Divergent Planning
Maryland
$14.3M
Natixis Advisors
164
Natixis Advisors
Massachusetts
$14.2M
NOI
165
Newton One Investments
Delaware
$14.2M
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$14.1M
SAG
167
SageView Advisory Group
California
$14M
GBT
168
Grove Bank & Trust
Florida
$13.7M
ST
169
Smithfield Trust
Pennsylvania
$13.7M
EH
170
Equitable Holdings
New York
$13.5M
SLWA
171
San Luis Wealth Advisors
California
$13.4M
EAM
172
Evanson Asset Management
California
$13.3M
CPA
173
Capital Performance Advisors
California
$13.3M
BF
174
Brooklyn FI
New York
$13.2M
SWP
175
Sagespring Wealth Partners
Tennessee
$13.2M