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
UPS
1201
UHLMANN PRICE SECURITIES
Illinois
$265K +$8.84K +176 +3%
MAG
1202
Mokosak Advisory Group
Iowa
$263K +$2.21K +44 +0.9%
FF
1203
Financial Futures
New Jersey
$262K +$261K +5,187 New
KCP
1204
Kera Capital Partners
California
$262K
CPG
1205
Cornerstone Planning Group
New Jersey
$261K -$21.7K -432 -8%
CCMI
1206
Creative Capital Management Investments
California
$260K
TF
1207
TME Financial
California
$257K +$1.96K +39 +0.8%
CCM
1208
Condor Capital Management
New Jersey
$255K +$30.4K +605 +14%
YIA
1209
YHB Investment Advisors
Connecticut
$254K +$253K +5,030 New
CAM
1210
Capital Asset Management
Colorado
$253K +$2.11K +42 +0.8%
LWM
1211
Lodestone Wealth Management
Washington
$250K
S
1212
SignatureFD
Georgia
$250K +$224K +4,450 +904%
BWM
1213
Briggs Wealth Management
Connecticut
$250K
PPWM
1214
Perissos Private Wealth Management
Oklahoma
$250K +$248K +4,935 New
BHFP
1215
Blom & Howell Financial Planning
California
$249K +$754 +15 +0.3%
CW
1216
Cooksen Wealth
Texas
$249K
BAG
1217
Bridgewealth Advisory Group
California
$249K
SPWG
1218
Syntegra Private Wealth Group
Missouri
$248K
NAC
1219
NI Acquisitions Company
Pennsylvania
$247K +$245K +4,877 New
GPI
1220
General Partner Inc
Pennsylvania
$243K
GIA
1221
Guyasuta Investment Advisors
Pennsylvania
$242K +$26.2K +522 +12%
DWAM
1222
Duncan Williams Asset Management
Tennessee
$242K -$20.1K -400 -8%
LFA
1223
Level Financial Advisors
New York
$241K
KAS
1224
KPP Advisory Services
Kentucky
$241K
TCG
1225
Transcendent Capital Group
Oklahoma
$240K -$3.06K -61 -1%

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.