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Vanguard Tax-Exempt Bond Index Fund

1,207 hedge funds and large institutions have $28B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 503 increasing their positions, 461 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $6.08M | Put options by funds: $3.08M

5% more capital invested

Capital invested by funds: $26.5B → $28B (+$1.43B)

3.49% more ownership

Funds ownership: 74.61%78.1% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 503 | Existing positions reduced: 461

3% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2161,207 (-9)

13% less funds holding in top 10

Funds holding in top 10: 10491 (-13)

Holders
1,207
Holders Change
-9
Holders Change %
-0.74%
% of All Funds
15.89%
Holding in Top 10
91
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.5%
% of All Funds
1.2%
New
104
Increased
503
Reduced
461
Closed
101
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$63M +$1.28M +26,199 +2%
TWM
52
Topsail Wealth Management
North Carolina
$62.2M -$530K -10,853 -0.8%
LFS
53
Lutz Financial Services
Nebraska
$61.7M -$10.4M -213,816 -15%
BBNB
54
Baker Boyer National Bank
Washington
$61.4M +$4.44M +90,882 +8%
IWC
55
Integrated Wealth Concepts
Massachusetts
$59M +$4.69M +95,934 +9%
BFG
56
Bleakley Financial Group
New Jersey
$56.8M -$15.1M -308,293 -21%
WFA
57
West Financial Advisors
Iowa
$55.8M +$2.52M +51,680 +5%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$55.1M +$10.5M +215,489 +24%
G
59
GenTrust
Florida
$52.7M +$7.78M +159,359 +17%
AWE
60
Avidian Wealth Enterprises
Texas
$52.3M -$1.57M -32,163 -3%
Renaissance Technologies
61
Renaissance Technologies
New York
$51.5M +$37.9M +775,900 +282%
RFC
62
Regions Financial Corp
Alabama
$50.9M +$349K +7,135 +0.7%
ACA
63
Ackerman Capital Advisors
Texas
$50.1M -$7.23M -148,086 -13%
TSW
64
Thompson Siegel & Walmsley
Virginia
$49.8M -$6M -122,908 -11%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$47.6M -$12.7M -259,842 -21%
Goldman Sachs
66
Goldman Sachs
New York
$47.6M -$309K -6,335 -0.6%
FG
67
Foster Group
Iowa
$44.7M +$6.67M +136,473 +18%
GC
68
Garde Capital
Washington
$43.7M -$2.89M -59,085 -6%
CAG
69
Crestwood Advisors Group
Massachusetts
$43M -$21.2M -433,393 -33%
BHWM
70
Beaird Harris Wealth Management
Texas
$42.5M -$414K -8,473 -1%
MG
71
Mather Group
Illinois
$42.4M -$5.36M -109,680 -11%
WPW
72
Waldron Private Wealth
Pennsylvania
$42.1M -$5.56M -113,778 -12%
SB
73
Sunflower Bank
Texas
$41.9M +$2.08M +42,572 +5%
OCM
74
One Capital Management
California
$41.8M +$11.1M +228,087 +37%
MML Investors Services
75
MML Investors Services
Massachusetts
$41.4M -$8.08M -165,466 -16%

VTEB Hedge Fund Activity: Q2 2025 in Review

1,207 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q2 2025, worth a combined $28B — up 5.4% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VTEB positions and 101 closed out — a net gain of 3 holders — while 503 added to existing stakes and 461 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.5B. The largest seller was Charles Schwab, cutting an estimated $304M.

  • 1,207 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q2 2025, down from 1,216 in Q1 2025.
  • Funds reported $28B of Vanguard Tax-Exempt Bond Index Fund stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 104 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q2 2025 and 101 closed out, a net change of +3 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q2 2025 was JP Morgan Chase, an estimated $1.5B added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q2 2025 was Charles Schwab, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2025.