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Vanguard Tax-Exempt Bond Index Fund

1,311 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, 612 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

67% more repeat investments, than reductions

Existing positions increased: 612 | 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: 1,2291,311 (+82)

0.69% less ownership

Funds ownership: 73.3%72.61% (-0.69%)

Holders
1,311
Holders Change
+82
Holders Change %
+6.67%
% of All Funds
15.95%
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
612
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
SQA
201
Simon Quick Advisors
New Jersey
$10.6M +$5.05M +100,418 +91%
ACA
202
Aptus Capital Advisors
Alabama
$10.6M +$745K +14,802 +8%
FFA
203
Farther Finance Advisors
California
$10.3M +$2.96M +58,878 +40%
AFG
204
Altiora Financial Group
Ohio
$10.3M +$838K +16,648 +9%
PAG
205
Private Advisor Group
New Jersey
$10.2M +$467K +9,271 +5%
JSA
206
Jacobson & Schmitt Advisors
Wisconsin
$10.2M +$400K +7,950 +4%
KWM
207
Keebeck Wealth Management
Illinois
$10.2M -$24.2K -480 -0.2%
PA
208
PFG Advisors
Arizona
$10.2M +$136K +2,708 +1%
FMWA
209
Forvis Mazars Wealth Advisors
Missouri
$10.2M -$746K -14,826 -7%
MB
210
MidFirst Bank
Oklahoma
$10.1M +$10.1M +200,548 New
AIM
211
AMI Investment Management
Indiana
$10.1M -$105K -2,093 -1%
SOAG
212
Silver Oak Advisory Group
Oregon
$10M +$284K +5,653 +3%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$9.9M +$1.66M +33,035 +20%
LWM
214
Level Wealth Management
North Carolina
$9.88M +$1.59M +31,558 +19%
ATPW
215
Ashton Thomas Private Wealth
Arizona
$9.86M +$216K +4,297 +2%
BSSFA
216
Baron Silver Stevens Financial Advisors
Florida
$9.84M +$586K +11,651 +6%
WAG
217
Winthrop Advisory Group
Massachusetts
$9.76M -$806K -16,022 -8%
FCM
218
Firestone Capital Management
Florida
$9.75M -$16.2K -321 -0.2%
SCTC
219
Sanibel Captiva Trust Company
Florida
$9.75M +$3.7M +73,512 +61%
SPC
220
Spirepoint Private Client
Florida
$9.64M -$1.13M -22,392 -10%
BOPW
221
Brandywine Oak Private Wealth
Pennsylvania
$9.33M -$117K -2,318 -1%
SA
222
Stewardship Advisors
Pennsylvania
$9.27M -$3.48M -69,099 -27%
FFP
223
Frisco Financial Planning
Texas
$9.26M -$80.9K -1,607 -0.9%
VFP
224
Verus Financial Partners
Virginia
$9.23M +$88.7K +1,763 +1%
SMA
225
Sage Mountain Advisors
Georgia
$9.17M +$3.64M +72,379 +66%