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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
Truist Financial
76
Truist Financial
North Carolina
$43.2M +$5.29M +104,839 +14%
OCM
77
One Capital Management
California
$42.2M +$1.83M +36,204 +4%
Financial Engines Advisors
78
Financial Engines Advisors
California
$42M -$92.3K -1,827 -0.2%
MML Investors Services
79
MML Investors Services
Massachusetts
$41.1M -$7.73M -153,028 -16%
JWA
80
JFS Wealth Advisors
Pennsylvania
$40.5M +$1.11M +22,041 +3%
NB
81
Nicolet Bankshares
Wisconsin
$40M +$40.5M +801,648 New
M&T Bank
82
M&T Bank
New York
$39.7M +$157K +3,117 +0.4%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$38.8M -$10.8M -213,711 -22%
GSIS
84
Global Strategic Investment Solutions
Arizona
$38.5M +$3.98M +78,827 +11%
FPCP
85
Fort Point Capital Partners
California
$37.5M -$14.4M -284,414 -27%
ECM
86
Evergreen Capital Management
Washington
$37.2M -$4.85K -96 -0%
ONB
87
Old National Bancorp
Indiana
$36.6M +$6.97M +138,133 +23%
LHP
88
Lexington Hill Partners
Texas
$36M +$16.4M +325,271 +82%
MPM
89
MBB Public Markets
Illinois
$35.8M +$8.09M +160,200 +29%
CAG
90
Crestwood Advisors Group
Massachusetts
$35.7M -$6.33M -125,266 -15%
WPW
91
Waldron Private Wealth
Pennsylvania
$35.3M -$837K -16,575 -2%
AWE
92
Avidian Wealth Enterprises
Texas
$35.2M +$17.2M +341,469 +94%
BFC
93
Bedel Financial Consulting
Indiana
$35.1M +$600K +11,880 +2%
JPG
94
Jordan Park Group
California
$35.1M +$6.08M +120,323 +21%
RCA
95
Resonant Capital Advisors
Wisconsin
$35M +$104K +2,056 +0.3%
GG
96
Gleason Group
Kentucky
$34.7M +$3.33M +65,977 +10%
WANY
97
Wealthspire Advisors (New York)
New York
$33.7M -$592K -11,723 -2%
AIM
98
Allen Investment Management
New York
$33.6M
WA
99
Waverly Advisors
Alabama
$32.6M +$2.61M +51,593 +9%
BFA
100
Bragg Financial Advisors
North Carolina
$32.6M +$1.85M +36,641 +6%

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.