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Vanguard Tax-Exempt Bond Index Fund

1,327 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 649 increasing their positions, 381 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4.35% less ownership

Funds ownership: 72.58%68.23% (-4.3%)

13% less capital invested

Capital invested by funds: $32.2B → $28.1B (-$4.13B)

25% less call options, than puts

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

Holders
1,327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.8M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
176
Prudential Financial
New Jersey
$14.3M
CIA
177
Concurrent Investment Advisors
Florida
$14M
SLWA
178
San Luis Wealth Advisors
California
$13.9M
FFP
179
Frisco Financial Planning
Texas
$13.8M
PP
180
PDS Planning
Ohio
$13.6M
AFG
181
Altiora Financial Group
Ohio
$13.5M
P
182
&Partners
Tennessee
$13.4M
LWM
183
Level Wealth Management
North Carolina
$13.4M
Empower Advisory Group
184
Empower Advisory Group
Colorado
$13.3M
MB
185
MidFirst Bank
Oklahoma
$13.3M
SWP
186
Stratos Wealth Partners
Ohio
$13.2M
Lido Advisors
187
Lido Advisors
California
$13.2M
CA
188
Clearstead Advisors
Ohio
$12.9M
CA
189
CoreCap Advisors
Michigan
$12.9M
MCFP
190
Mallini Complete Financial Planning
Florida
$12.8M
MFA
191
Mayflower Financial Advisors
Massachusetts
$12.5M
LEA
192
Legacy Edge Advisors
New York
$12.3M
KPWS
193
Kestra Private Wealth Services
Texas
$12.1M
VNT
194
Vanguard National Trust
Pennsylvania
$12.1M
SCTC
195
Sanibel Captiva Trust Company
Florida
$12M
CPA
196
Capital Performance Advisors
California
$12M
PIFP
197
Partners in Financial Planning
Virginia
$11.8M
BOH
198
Bank of Hawaii
Hawaii
$11.8M
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$11.6M
RFP
200
Roth Financial Partners
Texas
$11.6M