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Vanguard Tax-Exempt Bond Index Fund

1,351 hedge funds and large institutions have $28.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 659 increasing their positions, 386 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

71% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 386

3% more funds holding

Funds holding: 1,3151,351 (+36)

2% more funds holding in top 10

Funds holding in top 10: 8688 (+2)

4.24% less ownership

Funds ownership: 72.62%68.38% (-4.2%)

13% less capital invested

Capital invested by funds: $32.3B → $28.2B (-$4.08B)

25% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $15.8M

Holders
1,351
Holders Change
+36
Holders Change %
+2.74%
% of All Funds
16.53%
Holding in Top 10
88
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.33%
% of All Funds
1.08%
New
121
Increased
659
Reduced
386
Closed
58
Calls
$11.8M
Puts
$15.8M
Net Calls
-$4M
Net Calls Change
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1351
Newbridge Financial Services Group
Florida
$1.45K +$1.46K +29 New
DFA
1352
DHJJ Financial Advisors
Illinois
$782
HAP
1353
Harbor Asset Planning
Massachusetts
$627
ACA
1354
American Capital Advisory
Idaho
$599
SAS
1355
Spurstone Advisory Services
Connecticut
$249 -$1.36K -27 -84%
HFS
1356
Hughes Financial Services
Virginia
$50
BW
1357
BIP Wealth
Georgia
-$32M -636,346 Closed
AWM
1358
Axxcess Wealth Management
California
-$4.72M -93,889 Closed
MPW
1359
MGO Private Wealth
California
-$4.51M -89,736 Closed
JWCA
1360
J.W. Cole Advisors
Florida
-$2.71M -53,970 Closed
CCM
1361
Crabel Capital Management
California
-$2.3M -45,833 Closed
TSS
1362
Two Sigma Securities
New York
-$2.06M -40,930 Closed
CI
1363
CPR Investments
Michigan
-$1.99M -39,600 Closed
CWM
1364
Chemistry Wealth Management
New York
-$1.38M -27,530 Closed
ISFAN
1365
Investor's Fiduciary Advisor Network
Washington
-$1.27M -25,271 Closed
DAS
1366
Diversify Advisory Services
Utah
-$1.2M -23,774 Closed
ETC
1367
Exchange Traded Concepts
Oklahoma
-$1.11M -22,168 Closed
OPAM
1368
Ocean Park Asset Management
California
-$1.11M -22,168 Closed
BCG
1369
Bravias Capital Group
New Jersey
-$1.06M -21,100 Closed
WG
1370
Watchman Group
Texas
-$813K -16,168 Closed
BFA
1371
Blueprint Financial Advisors
North Carolina
-$643K -12,788 Closed
Simplex Trading
1372
Simplex Trading
Illinois
-$543K -10,806 Closed
TGCMU
1373
Titan Global Capital Management USA
New York
-$490K -9,742 Closed
OPWM
1374
Oregon Pacific Wealth Management
Oregon
-$488K -9,695 Closed
WMR
1375
Wealth Management Resources
Rhode Island
-$392K -7,800 Closed

VTEB Hedge Fund Activity: Q1 2026 in Review

1,351 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q1 2026, worth a combined $28.2B — down 13% from $32.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new VTEB positions and 58 closed out — a net gain of 63 holders — while 659 added to existing stakes and 386 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was JP Morgan Chase, cutting an estimated $3.02B.

  • 1,351 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q1 2026, up from 1,315 in Q4 2025.
  • Funds reported $28.2B of Vanguard Tax-Exempt Bond Index Fund stock for Q1 2026, down 13% quarter-over-quarter.
  • 121 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q1 2026 and 58 closed out, a net change of +63 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q1 2026 was Morgan Stanley, an estimated $139M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q1 2026 was JP Morgan Chase, an estimated $3.02B sold.

Based on aggregated 13F filings for Q1 2026.