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Vanguard Tax-Exempt Bond Index Fund

1,397 hedge funds and large institutions have $30.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2026 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 687 increasing their positions, 385 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

78% more repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 385

9% more capital invested

Capital invested by funds: $28.2B → $30.8B (+$2.66B)

3% more funds holding

Funds holding: 1,3511,397 (+46)

8% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $4.86M

0% less ownership

Funds ownership: 68.38%68.37% (-0%)

15% less funds holding in top 10

Funds holding in top 10: 8875 (-13)

Holders
1,397
Holders Change
+46
Holders Change %
+3.4%
% of All Funds
16.91%
Holding in Top 10
75
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.77%
% of All Funds
0.91%
New
130
Increased
687
Reduced
385
Closed
63
Calls
$5.24M
Puts
$4.86M
Net Calls
+$379K
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Advisers Inc
26
Vanguard Advisers Inc
Pennsylvania
$221M +$25.6M +510,250 +13%
AL
27
Aspiriant LLC
California
$216M +$1.95M +38,860 +0.9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$190M +$22.4M +445,473 +13%
US Bancorp
29
US Bancorp
Minnesota
$182M +$4.97M +98,920 +3%
OWM
30
Orgel Wealth Management
Wisconsin
$181M +$5.32M +105,896 +3%
Ameriprise
31
Ameriprise
Minnesota
$173M +$11.5M +229,841 +7%
SC
32
Savant Capital
Illinois
$165M +$84.2M +1,674,893 +104%
Jane Street
33
Jane Street
New York
$139M +$137M +2,718,566 +7,548%
HighTower Advisors
34
HighTower Advisors
Illinois
$137M +$4.35M +86,623 +3%
FWI
35
Facet Wealth Inc
Maryland
$131M -$2.42M -48,184 -2%
IWC
36
Integrated Wealth Concepts
Massachusetts
$130M +$65.2M +1,297,654 +102%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$125M +$5.4M +107,463 +5%
Members Trust
38
Members Trust
Florida
$124M +$47.2K +940 +0%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$122M -$2.98M -59,372 -2%
OIA
40
OneDigital Investment Advisors
Kansas
$116M +$6.83M +136,007 +6%
Osaic Holdings
41
Osaic Holdings
Arizona
$113M +$31.7M +631,755 +39%
WPC
42
Wedmont Private Capital
Pennsylvania
$109M +$29.2M +580,171 +37%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$106M +$15.1M +300,198 +17%
SFA
44
Sequoia Financial Advisors
Ohio
$105M +$11.4M +226,758 +12%
PCIA
45
Prime Capital Investment Advisors
Kansas
$98.7M +$2.79M +55,466 +3%
GM
46
GeoWealth Management
Illinois
$95.7M +$17.3M +344,674 +22%
SCM
47
SCS Capital Management
Massachusetts
$92.5M -$5.06M -100,768 -5%
EWA
48
EP Wealth Advisors
California
$92.4M +$26.5M +526,744 +41%
Renaissance Technologies
49
Renaissance Technologies
New York
$89.8M +$67M +1,333,800 +301%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$87.6M +$1.22M +24,304 +1%

VTEB Hedge Fund Activity: Q2 2026 in Review

1,397 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q2 2026, worth a combined $30.8B — up 9.4% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VTEB positions and 63 closed out — a net gain of 67 holders — while 687 added to existing stakes and 385 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $509M. The largest seller was Charles Schwab, cutting an estimated $91.3M.

  • 1,397 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q2 2026, up from 1,351 in Q1 2026.
  • Funds reported $30.8B of Vanguard Tax-Exempt Bond Index Fund stock for Q2 2026, up 9.4% quarter-over-quarter.
  • 130 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q2 2026 and 63 closed out, a net change of +67 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q2 2026 was JP Morgan Chase, an estimated $509M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q2 2026 was Charles Schwab, an estimated $91.3M sold.

Based on aggregated 13F filings for Q2 2026.