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Vanguard Tax-Exempt Bond Index Fund

1,192 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 494 increasing their positions, 460 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 102

1% less funds holding

Funds holding: 1,2081,192 (-16)

13% less funds holding in top 10

Funds holding in top 10: 10289 (-13)

Holders
1,192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
176
Natixis Advisors
Massachusetts
$11.9M
PP
177
PDS Planning
Ohio
$11.9M
PIFP
178
Partners in Financial Planning
Virginia
$11.7M
1WM
179
1900 Wealth Management
Texas
$11.1M
ST
180
Smithfield Trust
Pennsylvania
$10.7M
CPA
181
Capital Performance Advisors
California
$10.7M
VT
182
Vise Technologies
New York
$10.7M
PWM
183
Perigon Wealth Management
California
$10.6M
BF
184
Brooklyn FI
New York
$10.6M
PAG
185
Private Advisor Group
New Jersey
$10.4M
SB
186
Strategic Blueprint
Georgia
$10.3M
SOAG
187
Silver Oak Advisory Group
Oregon
$10.2M
AC
188
Asio Capital
Kentucky
$10.2M
FT
189
Fiduciary Trust
Massachusetts
$10.2M
TCBWMS
190
Texas Capital Bank Wealth Management Services
Texas
$10.1M
WAG
191
Winthrop Advisory Group
Massachusetts
$10.1M
Prudential Financial
192
Prudential Financial
New Jersey
$10.1M
AWM
193
Aprio Wealth Management
Georgia
$9.92M
BSSFA
194
Baron Silver Stevens Financial Advisors
Florida
$9.9M
KWM
195
Keebeck Wealth Management
Illinois
$9.9M
EPM
196
Elm Partners Management
Pennsylvania
$9.78M
2L
197
25 LLC
Missouri
$9.73M
ACA
198
Aptus Capital Advisors
Alabama
$9.64M
MCFP
199
Mallini Complete Financial Planning
Florida
$9.63M
CA
200
CoreCap Advisors
Michigan
$9.6M