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Vanguard Tax-Exempt Bond Index Fund

1,351 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 121 funds opening new positions, 659 increasing their positions, 386 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

71% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 386

3% more funds holding

Funds holding: 1,3151,351 (+36)

2% more funds holding in top 10

Funds holding in top 10: 8688 (+2)

4.24% less ownership

Funds ownership: 72.62%68.38% (-4.2%)

13% less capital invested

Capital invested by funds: $32.3B → $28.2B (-$4.08B)

25% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $15.8M

Holders
1,351
Holders Change
+36
Holders Change %
+2.74%
% of All Funds
16.53%
Holding in Top 10
88
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.33%
% of All Funds
1.08%
New
121
Increased
659
Reduced
386
Closed
58
Calls
$11.8M
Puts
$15.8M
Net Calls
-$4M
Net Calls Change
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$67.9M -$3.58M -70,818 -5%
FFM
52
Forum Financial Management
Illinois
$65.8M +$944K +18,686 +1%
BFG
53
Bleakley Financial Group
New Jersey
$65.6M +$7.43M +147,129 +13%
EWA
54
EP Wealth Advisors
California
$64.8M +$20.2M +399,838 +44%
TWIM
55
TIAA Wealth Investment Management
New York
$63.7M +$64.5M +1,277,072 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$63.5M +$15.9M +315,789 +33%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$63.3M -$26.5M -525,324 -29%
BBNB
58
Baker Boyer National Bank
Washington
$58.5M +$476K +9,431 +0.8%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$57.5M +$5.76M +114,033 +11%
TWM
60
Topsail Wealth Management
North Carolina
$54.9M -$264K -5,223 -0.5%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$54.8M +$261K +5,173 +0.5%
KIM
62
Kestra Investment Management
Texas
$54.8M +$15.4M +305,687 +39%
WFA
63
West Financial Advisors
Iowa
$54.6M +$1.05M +20,806 +2%
G
64
GenTrust
Florida
$52.2M +$7.27M +143,951 +16%
MG
65
Mather Group
Illinois
$49.5M +$2.5M +49,598 +5%
BPA
66
Beacon Pointe Advisors
California
$49.4M +$7.17M +142,073 +17%
TSW
67
Thompson Siegel & Walmsley
Virginia
$48.6M +$138K +2,737 +0.3%
ACA
68
Ackerman Capital Advisors
Texas
$47.7M -$1.21M -23,921 -2%
TCBWMS
69
Texas Capital Bank Wealth Management Services
Texas
$45.6M -$746K -14,775 -2%
SB
70
Sunflower Bank
Texas
$44.7M +$1.11M +22,074 +3%
NA
71
NewEdge Advisors
Louisiana
$44.7M +$1.06M +20,909 +2%
BHWM
72
Beaird Harris Wealth Management
Texas
$44.6M -$205K -4,054 -0.5%
FG
73
Foster Group
Iowa
$44.2M -$346K -6,844 -0.8%
AF
74
Allworth Financial
California
$43.4M +$3.17M +62,725 +8%
HIG
75
Heritage Investment Group
Florida
$43.3M +$1.58M +31,243 +4%

VTEB Hedge Fund Activity: Q1 2026 in Review

1,351 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q1 2026, worth a combined $28.2B — down 13% from $32.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new VTEB positions and 58 closed out — a net gain of 63 holders — while 659 added to existing stakes and 386 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was JP Morgan Chase, cutting an estimated $3.02B.

  • 1,351 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q1 2026, up from 1,315 in Q4 2025.
  • Funds reported $28.2B of Vanguard Tax-Exempt Bond Index Fund stock for Q1 2026, down 13% quarter-over-quarter.
  • 121 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q1 2026 and 58 closed out, a net change of +63 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q1 2026 was Morgan Stanley, an estimated $139M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q1 2026 was JP Morgan Chase, an estimated $3.02B sold.

Based on aggregated 13F filings for Q1 2026.