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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
VT
126
Vise Technologies
New York
$26.1M +$7.48M +148,923 +41%
Vanguard Capital Management
127
Vanguard Capital Management
Pennsylvania
$26M +$8.17M +162,500 +46%
HWA
128
Heartwood Wealth Advisors
Virginia
$25.9M +$2.37M +47,105 +10%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$25.6M +$3.17M +63,093 +14%
AC
130
Apella Capital
Connecticut
$25.4M +$1.32M +26,249 +5%
CFO
131
Colony Family Offices
North Carolina
$25.1M +$3.38M +67,246 +16%
KAS
132
Kestra Advisory Services
Texas
$25.1M +$2.96M +58,877 +13%
SFA
133
Seneca Financial Advisors
New York
$24.9M +$2.67M +53,052 +12%
AssetMark Inc
134
AssetMark Inc
California
$24.7M +$7.61M +151,529 +45%
CIA
135
Concurrent Investment Advisors
Florida
$24M +$9.69M +192,903 +69%
American Century Companies
136
American Century Companies
Missouri
$23.7M +$3.32M +66,100 +16%
AC
137
AlphaCore Capital
California
$23.5M -$3.62M -72,092 -13%
FHC
138
First Horizon Corporation
Tennessee
$23.4M +$871K +17,337 +4%
HCC
139
Hirtle Callaghan & Co
Pennsylvania
$23.3M
Lazard Asset Management
140
Lazard Asset Management
New York
$22.9M -$65.2K -1,297 -0.3%
AA
141
Atmos Advisory
Pennsylvania
$22.6M +$464K +9,238 +2%
CWM
142
Cahaba Wealth Management
Georgia
$22M +$505K +10,044 +2%
CI
143
CX Institutional
Indiana
$21.7M -$8.09M -161,091 -27%
Brown Advisory
144
Brown Advisory
Maryland
$21.5M +$658K +13,100 +3%
MWP
145
Moller Wealth Partners
$21.5M +$837K +16,649 +4%
SWP
146
Sagespring Wealth Partners
Tennessee
$21.4M -$49.1K -977 -0.2%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$21M +$2.51M +50,017 +14%
DIA
148
Davidson Investment Advisors
Montana
$20.8M +$1.02M +20,355 +5%
SP
149
Stairway Partners
Illinois
$20.4M +$1.91M +38,053 +10%
Deutsche Bank
150
Deutsche Bank
Germany
$20.2M +$42.1K +838 +0.2%

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.