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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
WPW
101
Waldron Private Wealth
Pennsylvania
$35.3M -$493K -9,804 -1%
MFG
102
Merit Financial Group
Georgia
$35.1M +$7.01M +139,527 +25%
CAG
103
Crestwood Advisors Group
Massachusetts
$35.1M -$1.05M -20,902 -3%
MNA
104
Manning & Napier Advisors
New York
$34.5M +$2.02M +40,131 +6%
GG
105
Gleason Group
Kentucky
$34.5M -$678K -13,495 -2%
AIM
106
Allen Investment Management
New York
$34.1M +$10.3K +205 +0%
WANY
107
Wealthspire Advisors (New York)
New York
$33.5M -$707K -14,076 -2%
ASW
108
Astoria Strategic Wealth
Texas
$33.1M +$468K +9,308 +1%
JPG
109
Jordan Park Group
California
$32.8M -$2.8M -55,644 -8%
SCP
110
Stamos Capital Partners
California
$32.7M +$14.6M +289,700 +81%
BCM
111
Brookstone Capital Management
Illinois
$32M +$3.59M +71,466 +13%
MWM
112
Modera Wealth Management
New Jersey
$30.9M -$791K -15,738 -3%
RCA
113
Resonant Capital Advisors
Wisconsin
$30.1M -$5.33M -106,050 -15%
SL
114
Salomon & Ludwin
Virginia
$29.3M +$717K +14,271 +3%
UBS AM
115
UBS AM
Illinois
$28.5M -$1.87M -37,116 -6%
PHWA
116
Petersen Hastings Wealth Advisors
Washington
$28.1M +$1.32M +26,357 +5%
LWM
117
Luminvest Wealth Management
Arizona
$27.7M +$553K +11,007 +2%
QWP
118
Quotient Wealth Partners
Texas
$27.5M +$2.87M +57,131 +12%
OWA
119
One Wealth Advisors
California
$27.5M +$2.57M +51,241 +10%
RCM
120
Rivernorth Capital Management
Florida
$27.4M +$27.2M +541,385 New
WA
121
Waverly Advisors
Alabama
$27.1M -$5.87M -116,905 -18%
TIAA Trust, National Association
122
TIAA Trust, National Association
North Carolina
$26.7M -$181K -3,602 -0.7%
FCBT
123
First Citizens Bank & Trust
North Carolina
$26.6M -$4.21M -83,798 -14%
State Farm Mutual Automobile Insurance
124
State Farm Mutual Automobile Insurance
Illinois
$26.3M +$7.74M +153,950 +42%
RW
125
Regimen Wealth
Georgia
$26.3M +$723K +14,388 +3%

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.