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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
BCA
1301
Bitterroot Capital Advisors
Montana
$103K
RG
1302
RHL Group
Michigan
$101K +$99.8K +1,986 New
TSMHT
1303
Thurston Springer Miller Herd & Titak
Indiana
$101K
TCM
1304
Triumph Capital Management
Colorado
$101K +$30.3K +603 +43%
CYG
1305
Clean Yield Group
Vermont
$99.8K
BG
1306
Bollard Group
Massachusetts
$96K +$804 +16 +0.9%
GFA
1307
Godfrey Financial Associates
New York
$92.3K
WT
1308
Whittier Trust
California
$91.3K
IWM
1309
IMG Wealth Management
Florida
$84.6K +$29.8K +594 +55%
CHC
1310
City Holding Co
West Virginia
$81.8K
PGAM
1311
Princeton Global Asset Management
New Jersey
$80K +$50 +1 +0.1%
TFA
1312
Transamerica Financial Advisors
Florida
$72.5K +$72.1K +1,434 New
BWL
1313
Bogart Wealth LLC
Virginia
$71.9K +$2.51K +50 +4%
TCA
1314
Trifecta Capital Advisors
Illinois
$71.2K +$70.7K +1,407 New
JFGIW
1315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.8K
HNW
1316
High Note Wealth
Minnesota
$70.1K +$69.6K +1,386 New
PWPS
1317
Pinnacle Wealth Planning Services
Ohio
$69.8K +$30.2K +601 +77%
BTI
1318
Blue Trust Inc
Georgia
$69.1K -$101 -2 -0.1%
BFP
1319
Birchwood Financial Partners
Minnesota
$68.4K +$16.7K +332 +33%
AFG
1320
Albion Financial Group
Utah
$65.7K
TCOT
1321
Trust Company of Toledo
Ohio
$63.2K -$166K -3,296 -73%
OC
1322
Oakworth Capital
Alabama
$62.2K +$59.6K +1,187 +2,638%
HWA
1323
Heritage Wealth Advisors
Virginia
$61.1K -$4.02K -80 -6%
JWM
1324
JPL Wealth Management
Colorado
$60.3K +$10K +199 +20%
FFC
1325
First Financial Corp
Indiana
$59.4K

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.