We are live on ! Find out more
VTEB icon

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
16.9%
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
LSWP
1101
Liberty Square Wealth Partners
Pennsylvania
$345K +$50 +1 +0%
MFG
1102
Magnus Financial Group
New York
$345K -$34.9K -695 -9%
NWM
1103
Northcape Wealth Management
New York
$344K -$5.03K -100 -1%
SPI
1104
Sutton Place Investors
New York
$344K -$56.4K -1,122 -14%
VCP
1105
Verus Capital Partners
Arizona
$343K +$5.48K +109 +2%
FNWM
1106
Financial Network Wealth Management
Utah
$342K -$25K -498 -7%
RF
1107
Robinswood Financial
Washington
$341K +$81.1K +1,613 +31%
MWM
1108
Maridea Wealth Management
New York
$341K +$339K +6,739 New
GW
1109
Graetz Wealth
Michigan
$339K -$65.1K -1,296 -16%
CPSC
1110
Carl P. Sherr & Co
Massachusetts
$338K
WA
1111
Westfuller Advisors
New York
$337K -$7.64K -152 -2%
JFG
1112
JMG Financial Group
Illinois
$335K +$333K +6,628 New
BIG
1113
Brookwood Investment Group
Arizona
$333K -$302 -6 -0.1%
BS
1114
Brighton Securities
New York
$329K +$5.63K +112 +2%
WWM
1115
Whalen Wealth Management
Nevada
$329K +$38.6K +768 +13%
MAC
1116
Mason & Associates (California)
California
$328K -$66.5K -1,323 -17%
LA
1117
Lifeworks Advisors
Michigan
$325K -$250K -4,967 -44%
PWA
1118
Provenance Wealth Advisors
Florida
$325K +$125K +2,490 +63%
HKIM
1119
Hayek Kallen Investment Management
Alabama
$324K +$20.1K +400 +7%
AWM
1120
Accurate Wealth Management
Florida
$324K +$59K +1,175 +22%
LCWP
1121
Legacy Capital Wealth Partners
Arkansas
$324K +$28.2K +562 +10%
SRC
1122
Sage Rhino Capital
California
$323K -$1.8M -35,863 -85%
CC
1123
Cultivar Capital
Texas
$322K
SWM
1124
Sterling Wealth Management
Illinois
$322K +$2.31K +46 +0.7%
BFA
1125
Bill Few Associates
Pennsylvania
$320K

VTEB Hedge Fund Activity: Q2 2026 in Review

1,397 of the 8,264 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.