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Vanguard Tax-Exempt Bond Index Fund

1,188 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
-18
Holders Change %
-1.49%
% of All Funds
15.93%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
100
Increased
495
Reduced
457
Closed
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Natixis Advisors
176
Natixis Advisors
Massachusetts
$11.9M +$1.46M +29,779 +14%
PP
177
PDS Planning
Ohio
$11.9M +$338K +6,900 +3%
PIFP
178
Partners in Financial Planning
Virginia
$11.7M +$1.03M +21,092 +10%
1WM
179
1900 Wealth Management
Texas
$11.1M +$1.29M +26,397 +13%
ST
180
Smithfield Trust
Pennsylvania
$10.7M -$464K -9,474 -4%
CPA
181
Capital Performance Advisors
California
$10.7M +$145K +2,960 +1%
VT
182
Vise Technologies
New York
$10.7M +$10.7M +217,315 New
PWM
183
Perigon Wealth Management
California
$10.6M -$1.81M -36,995 -15%
BF
184
Brooklyn FI
New York
$10.6M -$3.71M -75,683 -26%
PAG
185
Private Advisor Group
New Jersey
$10.4M -$388K -7,909 -4%
SB
186
Strategic Blueprint
Georgia
$10.3M +$1.27M +25,866 +14%
SOAG
187
Silver Oak Advisory Group
Oregon
$10.2M -$1.15M -23,548 -10%
AC
188
Asio Capital
Kentucky
$10.2M +$10.2M +208,180 New
FT
189
Fiduciary Trust
Massachusetts
$10.2M +$814K +16,601 +9%
TCBWMS
190
Texas Capital Bank Wealth Management Services
Texas
$10.1M +$1.1M +22,387 +12%
WAG
191
Winthrop Advisory Group
Massachusetts
$10.1M +$1.1M +22,384 +12%
Prudential Financial
192
Prudential Financial
New Jersey
$10.1M +$9.19M +187,500 +1,042%
AWM
193
Aprio Wealth Management
Georgia
$9.92M +$1.83M +37,279 +23%
BSSFA
194
Baron Silver Stevens Financial Advisors
Florida
$9.9M -$4.16M -84,909 -30%
KWM
195
Keebeck Wealth Management
Illinois
$9.9M -$261K -5,322 -3%
EPM
196
Elm Partners Management
Pennsylvania
$9.78M -$233K -4,743 -2%
2L
197
25 LLC
Missouri
$9.73M +$210K +4,284 +2%
ACA
198
Aptus Capital Advisors
Alabama
$9.64M +$826K +16,844 +9%
MCFP
199
Mallini Complete Financial Planning
Florida
$9.63M +$912K +18,604 +10%
CA
200
CoreCap Advisors
Michigan
$9.6M +$943K +19,229 +11%