We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

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: 1,351 → 1,397 (+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: 88 → 75 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$509M
2
Jane Street
Jane Street
New York
+$137M
3
Raymond James Financial
Raymond James Financial
Florida
+$127M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$90.2M
5
SEI Investments
SEI Investments
Pennsylvania
+$84.3M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$91.3M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$17.6M
3
LAM
L2 Asset Management
Massachusetts
-$12.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$11M
5
Creative Planning
Creative Planning
Kansas
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1376
Western Pacific Wealth Management
Illinois
$8.05K – – –
PS
1377
Planning Strategies
Pennsylvania
$7.84K +$7.79K +155 New
SAS
1378
Spurstone Advisory Services
Connecticut
$7.12K +$6.83K +136 +2,720%
SIC
1379
Salem Investment Counselors
North Carolina
$7.08K +$7.04K +140 New
WETS
1380
Wealth Enhancement Trust Services
South Dakota
$7.08K – – –
GWS
1381
Greykasell Wealth Strategies
California
$7.02K +$50 +1 +0.7%
AEPWM
1382
Atlantic Edge Private Wealth Management
Florida
$6.32K – – –
B
1383
Bayban
Minnesota
$6.32K – – –
WCM
1384
Winthrop Capital Management
Indiana
$6K – – –
GIA
1385
GHP Investment Advisors
Colorado
$5.46K – – –
NS
1386
NBC Securities
Alabama
$5.16K – – –
MCA
1387
McGuire Capital Advisors
Oklahoma
$4.55K +$754 +15 +20%
GK
1388
Graney & King
New York
$4.12K – – –
CFM
1389
Compass Financial Management
Florida
$3.74K +$3.72K +74 New
FMP
1390
Financial Management Professionals
Texas
$3.55K +$3.52K +70 New
RIL
1391
Rothschild Investment LLC
Illinois
$3.36K – – –
FFA
1392
Frazier Financial Advisors
Ohio
$3.3K – – –
NL
1393
NVWM LLC
Pennsylvania
$2.82K +$151 +3 +6%
HIA
1394
HFM Investment Advisors
New Jersey
$2.56K +$2.56K +51 New
QWM
1395
Quaker Wealth Management
New Jersey
$2.43K – – –
CFSG
1396
Community Financial Services Group
Vermont
$1.87K – – –
SFG
1397
Strive Financial Group
Indiana
$1.16K -$10.1K -200 -90%
OWP
1398
ORG Wealth Partners
Texas
$1.06K +$1.05K +21 New
DFA
1399
DHJJ Financial Advisors
Illinois
$798 – – –
ACA
1400
American Capital Advisory
Idaho
$607 – – –
54 55
56
57 58

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.