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Vanguard Tax-Exempt Bond Index Fund

1,341 hedge funds and large institutions have $28.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 653 increasing their positions, 383 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 59

70% more repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 383

4% more funds holding in top 10

Funds holding in top 10: 8588 (+3)

2% more funds holding

Funds holding: 1,3111,341 (+30)

4.27% less ownership

Funds ownership: 72.61%68.34% (-4.3%)

13% less capital invested

Capital invested by funds: $32.3B → $28.2B (-$4.1B)

25% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $15.8M

Holders
1,341
Holders Change
+30
Holders Change %
+2.29%
% of All Funds
16.52%
Holding in Top 10
88
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.53%
% of All Funds
1.08%
New
120
Increased
653
Reduced
383
Closed
59
Calls
$11.8M
Puts
$15.8M
Net Calls
-$4M
Net Calls Change
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
176
Prudential Financial
New Jersey
$14.3M +$2.52M +50,000 +21%
CIA
177
Concurrent Investment Advisors
Florida
$14M +$3.37M +66,824 +31%
SLWA
178
San Luis Wealth Advisors
California
$13.9M -$481K -9,530 -3%
FFP
179
Frisco Financial Planning
Texas
$13.8M +$4.67M +92,437 +50%
PP
180
PDS Planning
Ohio
$13.6M +$673K +13,327 +5%
AFG
181
Altiora Financial Group
Ohio
$13.5M +$3.31M +65,551 +32%
P
182
&Partners
Tennessee
$13.4M +$475K +9,406 +4%
LWM
183
Level Wealth Management
North Carolina
$13.4M +$3.64M +72,165 +37%
Empower Advisory Group
184
Empower Advisory Group
Colorado
$13.3M +$1.69M +33,435 +14%
MB
185
MidFirst Bank
Oklahoma
$13.3M +$3.38M +66,990 +33%
SWP
186
Stratos Wealth Partners
Ohio
$13.2M +$175K +3,458 +1%
Lido Advisors
187
Lido Advisors
California
$13.2M +$4.49K +89 +0%
CA
188
Clearstead Advisors
Ohio
$12.9M +$1.34M +26,475 +11%
CA
189
CoreCap Advisors
Michigan
$12.9M +$758K +15,003 +6%
MCFP
190
Mallini Complete Financial Planning
Florida
$12.8M +$579K +11,474 +5%
MFA
191
Mayflower Financial Advisors
Massachusetts
$12.5M +$546K +10,814 +5%
LEA
192
Legacy Edge Advisors
New York
$12.3M -$102K -2,012 -0.8%
TC
193
Tenret Company
Florida
$12.2M +$3.49M +69,028 +39%
KPWS
194
Kestra Private Wealth Services
Texas
$12.1M +$1.2M +23,853 +11%
VNT
195
Vanguard National Trust
Pennsylvania
$12.1M +$12.2M +241,903 New
SCTC
196
Sanibel Captiva Trust Company
Florida
$12M +$2.4M +47,500 +25%
CPA
197
Capital Performance Advisors
California
$12M +$378K +7,486 +3%
PIFP
198
Partners in Financial Planning
Virginia
$11.8M +$324K +6,419 +3%
BOH
199
Bank of Hawaii
Hawaii
$11.8M -$444K -8,786 -4%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$11.6M -$2.34M -46,362 -17%