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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
P
176
&Partners
Tennessee
$13.2M -$2.6M -51,610 -17%
SWP
177
Stratos Wealth Partners
Ohio
$13.1M +$3.44M +68,367 +35%
PP
178
PDS Planning
Ohio
$13M +$428K +8,499 +3%
CPA
179
Cardiff Park Advisors
California
$12.7M -$235K -4,672 -2%
State Farm Mutual Automobile Insurance
180
State Farm Mutual Automobile Insurance
Illinois
$12.6M +$3.74M +74,279 +42%
LAM
181
L2 Asset Management
Massachusetts
$12.6M +$285K +5,658 +2%
LEA
182
Legacy Edge Advisors
New York
$12.5M +$12.5M +248,704 New
MCFP
183
Mallini Complete Financial Planning
Florida
$12.3M +$575K +11,437 +5%
BOH
184
Bank of Hawaii
Hawaii
$12.3M -$482K -9,575 -4%
SWP
185
Sagespring Wealth Partners
Tennessee
$12.3M -$1.02M -20,297 -8%
CA
186
CoreCap Advisors
Michigan
$12.2M +$1.8M +35,795 +17%
Citigroup
187
Citigroup
New York
$12.1M -$226K -4,489 -2%
MFA
188
Mayflower Financial Advisors
Massachusetts
$12M +$352K +6,997 +3%
Prudential Financial
189
Prudential Financial
New Jersey
$11.9M -$1.26M -25,000 -10%
RFP
190
Roth Financial Partners
Texas
$11.9M -$182K -3,614 -2%
Empower Advisory Group
191
Empower Advisory Group
Colorado
$11.8M -$4.99M -99,162 -30%
CA
192
Clearstead Advisors
Ohio
$11.7M +$3.91M +77,801 +50%
CPA
193
Capital Performance Advisors
California
$11.7M -$1.67M -33,198 -13%
PIFP
194
Partners in Financial Planning
Virginia
$11.6M +$258K +5,123 +2%
PWM
195
Perigon Wealth Management
California
$11.1M -$191K -3,796 -2%
KPWS
196
Kestra Private Wealth Services
Texas
$11M +$806K +16,024 +8%
PWS
197
Physician Wealth Solutions
Nevada
$11M +$260K +5,177 +2%
KeyBank National Association
198
KeyBank National Association
Ohio
$10.8M +$1.39M +27,530 +15%
CIA
199
Concurrent Investment Advisors
Florida
$10.8M +$4.85M +96,462 +82%
Renaissance Technologies
200
Renaissance Technologies
New York
$10.6M -$23.3M -462,646 -69%