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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
DCM
1251
Donaldson Capital Management
Indiana
$220K
BWM
1252
BCS Wealth Management
Tennessee
$220K
DF
1253
Downshift Financial
Colorado
$219K -$16.6K -331 -7%
FAG
1254
Fortitude Advisory Group
Washington
$218K +$217K +4,314 New
EB
1255
Exchange Bank
California
$217K +$216K +4,295 New
CCA
1256
Cora Capital Advisors
New Jersey
$216K -$366K -7,287 -63%
FMN
1257
Financial Management Network
California
$214K +$1.76K +35 +0.8%
OC
1258
Optima Capital
Oregon
$211K +$210K +4,173 New
LIM
1259
Leavell Investment Management
Alabama
$211K +$209K +4,167 New
HSG
1260
Helen Stephens Group
Texas
$211K -$60.7K -1,208 -22%
ACA
1261
Arsenal Capital Advisors
Pennsylvania
$210K +$1.71K +34 +0.8%
HC
1262
Hamilton Capital
Ohio
$210K +$208K +4,142 New
HKIMG
1263
Hutchens & Kramer Investment Management Group
Indiana
$209K
OFG
1264
Orcam Financial Group
California
$208K -$528K -10,500 -72%
SIG
1265
Spinnaker Investment Group
California
$207K +$553 +11 +0.3%
ACA
1266
Affinity Capital Advisors
California
$206K +$205K +4,084 New
SA
1267
Sovran Advisors
California
$206K -$48.5K -966 -19%
IWA
1268
IVC Wealth Advisors
Pennsylvania
$206K +$205K +4,071 New
BBA
1269
Braun-Bostich & Associates
Pennsylvania
$206K -$116K -2,314 -36%
AAS
1270
Annex Advisory Services
Wisconsin
$203K -$30.7K -611 -13%
HWM
1271
Howard Wealth Management
Connecticut
$203K +$201K +4,007 New
CMI
1272
Clare Market Investments
Texas
$202K +$201K +4,000 New
SL
1273
SWMG LLC
Texas
$202K +$202K +4,019 New
WFAG
1274
Wescott Financial Advisory Group
Pennsylvania
$202K +$200K +3,988 New
CAS
1275
Coppell Advisory Solutions
Texas
$201K +$221K +4,406 New

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.