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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
RFA
201
RTD Financial Advisors
Pennsylvania
$9.59M
TFA
202
Trinity Financial Advisors
Ohio
$9.58M
PWS
203
Physician Wealth Solutions
Nevada
$9.55M
JAA
204
Joel Adams & Associates
North Carolina
$9.53M
BOPW
205
Brandywine Oak Private Wealth
Pennsylvania
$9.41M
AIM
206
AMI Investment Management
Indiana
$9.31M
FCM
207
Firestone Capital Management
Florida
$9.19M
JSA
208
Jacobson & Schmitt Advisors
Wisconsin
$9.1M
ATPW
209
Ashton Thomas Private Wealth
Arizona
$9.06M
FFM
210
Forum Financial Management
Illinois
$9.06M
SI
211
Seeds Investor
New York
$9.04M
CT
212
Coastline Trust
Rhode Island
$9.01M
VFP
213
Verus Financial Partners
Virginia
$8.93M
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$8.9M
LAM
215
L2 Asset Management
Massachusetts
$8.89M
SPIA
216
Steward Partners Investment Advisory
New York
$8.87M
SPC
217
Spirepoint Private Client
Florida
$8.85M
MFA
218
Mayflower Financial Advisors
Massachusetts
$8.8M
CFA
219
Capstone Financial Advisors
Illinois
$8.8M
MNBTD
220
Moody National Bank Trust Division
Texas
$8.77M
CC
221
Capstone Capital
Nevada
$8.76M
KPWS
222
Kestra Private Wealth Services
Texas
$8.69M
QWM
223
Quaker Wealth Management
New Jersey
$8.59M
AFG
224
Altiora Financial Group
Ohio
$8.54M
Jane Street
225
Jane Street
New York
$8.43M