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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
Prudential Financial
176
Prudential Financial
New Jersey
$13.1M
Lido Advisors
177
Lido Advisors
California
$13M
CPA
178
Cardiff Park Advisors
California
$12.9M
BOH
179
Bank of Hawaii
Hawaii
$12.7M
SA
180
Stewardship Advisors
Pennsylvania
$12.7M
PP
181
PDS Planning
Ohio
$12.5M
TCBWMS
182
Texas Capital Bank Wealth Management Services
Texas
$12.3M
Citigroup
183
Citigroup
New York
$12.2M
LAM
184
L2 Asset Management
Massachusetts
$12.2M
CFB
185
Cullen/Frost Bankers
Texas
$12.2M
RFP
186
Roth Financial Partners
Texas
$12.1M
MCFP
187
Mallini Complete Financial Planning
Florida
$11.7M
MFA
188
Mayflower Financial Advisors
Massachusetts
$11.6M
PIFP
189
Partners in Financial Planning
Virginia
$11.3M
PWM
190
Perigon Wealth Management
California
$11.2M
FMWA
191
Forvis Mazars Wealth Advisors
Missouri
$10.9M
VT
192
Vise Technologies
New York
$10.7M
SPC
193
Spirepoint Private Client
Florida
$10.7M
PWS
194
Physician Wealth Solutions
Nevada
$10.7M
MNBTD
195
Moody National Bank Trust Division
Texas
$10.6M
WAG
196
Winthrop Advisory Group
Massachusetts
$10.5M
CA
197
CoreCap Advisors
Michigan
$10.4M
KPWS
198
Kestra Private Wealth Services
Texas
$10.2M
KWM
199
Keebeck Wealth Management
Illinois
$10.2M
AIM
200
AMI Investment Management
Indiana
$10.1M