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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
LFS
51
Lutz Financial Services
Nebraska
$84.2M +$4.74M +94,253 +6%
Stifel Financial
52
Stifel Financial
Missouri
$83.6M +$4.95M +98,437 +6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$82.3M +$18.7M +372,753 +29%
MPM
54
MBB Public Markets
Illinois
$81.7M +$45M +895,872 +125%
MMA
55
Miracle Mile Advisors
California
$80.7M +$11.5M +229,033 +17%
TWIM
56
TIAA Wealth Investment Management
New York
$78.9M +$14.2M +283,168 +22%
SA
57
Sanctuary Advisors
Indiana
$71.5M +$2.66M +52,889 +4%
BFG
58
Bleakley Financial Group
New Jersey
$69.4M +$2.89M +57,608 +4%
AMPWP
59
Alvarez & Marsal Private Wealth Partners
Florida
$69.4M -$2.87M -57,085 -4%
FFM
60
Forum Financial Management
Illinois
$66.1M -$656K -13,063 -1%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$64.4M +$6.15M +122,308 +11%
LSC
62
Logan Stone Capital
Illinois
$64.1M +$46M +914,808 +260%
BBNB
63
Baker Boyer National Bank
Washington
$60.4M +$1.14M +22,763 +2%
G
64
GenTrust
Florida
$58.3M +$5.42M +107,786 +10%
KIM
65
Kestra Investment Management
Texas
$57.9M +$2.32M +46,147 +4%
WFA
66
West Financial Advisors
Iowa
$56.2M +$792K +15,756 +1%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$55.4M -$199K -3,957 -0.4%
BPA
68
Beacon Pointe Advisors
California
$53.5M +$3.42M +68,128 +7%
MG
69
Mather Group
Illinois
$52.7M +$2.49M +49,494 +5%
MML Investors Services
70
MML Investors Services
Massachusetts
$51M +$9.22M +183,573 +22%
NA
71
NewEdge Advisors
Louisiana
$48.9M +$3.57M +71,025 +8%
TSW
72
Thompson Siegel & Walmsley
Virginia
$48.7M -$565K -11,245 -1%
ACA
73
Ackerman Capital Advisors
Texas
$48.1M -$329K -6,538 -0.7%
TWM
74
Topsail Wealth Management
North Carolina
$47.6M -$7.98M -158,756 -14%
TCBWMS
75
Texas Capital Bank Wealth Management Services
Texas
$47.1M +$930K +18,511 +2%

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.