We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,339 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 119 funds opening new positions, 653 increasing their positions, 382 reducing their positions, and 59 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:

4.26% less ownership

Funds ownership: 72.6%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
1,339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
88
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
SHF
301
Stage Harbor Financial
Massachusetts
$5.73M
AFTS
302
American Financial & Tax Strategies
New York
$5.67M
CAL
303
Capital Analysts LLC
Pennsylvania
$5.66M
PIMG
304
Patriot Investment Management Group
Tennessee
$5.62M
RIA
305
Retirement Investment Advisors
Oklahoma
$5.61M
PFA
306
Pure Financial Advisors
California
$5.56M
AG
307
Ascent Group
Virginia
$5.55M
CFP
308
Cascade Financial Partners
California
$5.41M
VAG
309
Vannoy Advisory Group
Texas
$5.37M
EF
310
Envision Financial
Wisconsin
$5.37M
DBFM
311
Dickmeyer Boyce Financial Management
Indiana
$5.34M
EP
312
Edgestream Partners
New Jersey
$5.33M
KF
313
K2 Financial
California
$5.33M
AMG
314
Asset Management Group
Connecticut
$5.31M
MSWM
315
Master's Wealth Management
Pennsylvania
$5.29M
1WM
316
1900 Wealth Management
Texas
$5.27M
NFS
317
NewCorp Financial Services
Georgia
$5.27M
LIA
318
LifePlan Investment Advisors
North Carolina
$5.25M
FPN
319
Financial Planning Navigators
Minnesota
$5.24M
NL
320
NWAM LLC
Washington
$5.23M
LWPC
321
Legacy Wealth Partners (Colorado)
Colorado
$5.19M
TFG
322
Tilson Financial Group
New Jersey
$5.14M
SLG
323
Sanchez Levi Garrett
$5.11M
DC
324
Davenport & Co
Virginia
$5.09M
PA
325
Pinnacle Associates
New York
$5.09M