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Vanguard Tax-Exempt Bond Index Fund

1,341 hedge funds and large institutions have $28.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 653 increasing their positions, 383 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 59

70% more repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 383

4% more funds holding in top 10

Funds holding in top 10: 8588 (+3)

2% more funds holding

Funds holding: 1,3111,341 (+30)

4.27% less ownership

Funds ownership: 72.61%68.34% (-4.3%)

13% less capital invested

Capital invested by funds: $32.3B → $28.2B (-$4.1B)

25% less call options, than puts

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

Holders
1,341
Holders Change
+30
Holders Change %
+2.29%
% of All Funds
16.52%
Holding in Top 10
88
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.53%
% of All Funds
1.08%
New
120
Increased
653
Reduced
383
Closed
59
Calls
$11.8M
Puts
$15.8M
Net Calls
-$4M
Net Calls Change
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
201
Roth Financial Partners
Texas
$11.6M -$264K -5,230 -2%
HDIM
202
Hanson & Doremus Investment Management
Vermont
$11.5M +$4.76M +94,367 +69%
PWS
203
Physician Wealth Solutions
Nevada
$11.4M +$534K +10,578 +5%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$11.1M +$1.3M +25,719 +13%
Citigroup
205
Citigroup
New York
$11M -$942K -18,660 -8%
CFB
206
Cullen/Frost Bankers
Texas
$11M -$7.63M -151,147 -41%
PWM
207
Perigon Wealth Management
California
$11M +$12.7K +252 +0.1%
CPCM
208
Cardinal Point Capital Management
Ontario, Canada
$11M +$11.1M +220,196 New
PAG
209
Private Advisor Group
New Jersey
$10.8M +$664K +13,152 +6%
CPA
210
Cardiff Park Advisors
California
$10.6M -$2.05M -40,577 -16%
ATPW
211
Ashton Thomas Private Wealth
Arizona
$10.5M +$743K +14,721 +8%
BSSFA
212
Baron Silver Stevens Financial Advisors
Florida
$10.3M +$577K +11,422 +6%
PA
213
PFG Advisors
Arizona
$10.3M +$233K +4,620 +2%
JSA
214
Jacobson & Schmitt Advisors
Wisconsin
$10.3M +$198K +3,927 +2%
SOAG
215
Silver Oak Advisory Group
Oregon
$10.2M +$306K +6,057 +3%
WAG
216
Winthrop Advisory Group
Massachusetts
$10.2M +$538K +10,650 +5%
FMWA
217
Forvis Mazars Wealth Advisors
Missouri
$9.93M -$147K -2,908 -1%
FCM
218
Firestone Capital Management
Florida
$9.9M +$223K +4,413 +2%
SPC
219
Spirepoint Private Client
Florida
$9.88M +$318K +6,296 +3%
AIM
220
AMI Investment Management
Indiana
$9.83M -$155K -3,070 -2%
ATS
221
Ashton Thomas Securities
New York
$9.69M +$1.58M +31,264 +19%
HSA
222
HBK Sorce Advisory
Pennsylvania
$9.49M -$23.9M -474,026 -72%
KWM
223
Keebeck Wealth Management
Illinois
$9.46M -$653K -12,933 -6%
JAA
224
Joel Adams & Associates
North Carolina
$9.44M +$1.96M +38,884 +26%
WFA
225
Websterrogers Financial Advisors
South Carolina
$9.43M +$751K +14,875 +9%