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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
State of Wisconsin Investment Board
176
State of Wisconsin Investment Board
Wisconsin
$15.6M
LWM
177
Level Wealth Management
North Carolina
$15.5M +$1.92M +38,129 +14%
FFP
178
Frisco Financial Planning
Texas
$15.5M +$1.46M +29,077 +11%
FM
179
Foster & Motley
Ohio
$15.4M -$327K -6,504 -2%
CPA
180
Capital Performance Advisors
California
$15.4M +$3.22M +64,034 +27%
SCTC
181
Sanibel Captiva Trust Company
Florida
$15.3M +$3.04M +60,523 +25%
Lido Advisors
182
Lido Advisors
California
$14.9M +$1.54M +30,742 +12%
SFGP
183
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$14.8M -$357K -7,101 -2%
GBT
184
Grove Bank & Trust
Florida
$14.7M +$43.8K +872 +0.3%
CA
185
CoreCap Advisors
Michigan
$14.7M +$1.59M +31,595 +12%
AWM
186
Aprio Wealth Management
Georgia
$14.6M -$928K -18,464 -6%
CA
187
Clearstead Advisors
Ohio
$14.1M +$991K +19,717 +8%
PP
188
PDS Planning
Ohio
$13.9M +$157K +3,126 +1%
RFC
189
Regions Financial Corp
Alabama
$13.9M -$1.05M -20,915 -7%
BOH
190
Bank of Hawaii
Hawaii
$13.8M +$1.81M +35,924 +15%
SWP
191
Stratos Wealth Partners
Ohio
$13.7M +$343K +6,830 +3%
EPM
192
Elm Partners Management
Pennsylvania
$13.5M -$5.42M -107,832 -29%
Empower Advisory Group
193
Empower Advisory Group
Colorado
$13.5M -$4.32K -86 -0%
PIFP
194
Partners in Financial Planning
Virginia
$13.3M +$1.29M +25,754 +11%
Citadel Advisors
195
Citadel Advisors
Florida
$13.2M -$11M -219,465 -46%
MFA
196
Mayflower Financial Advisors
Massachusetts
$13.2M +$523K +10,411 +4%
AWA
197
Acumen Wealth Advisors
Tennessee
$13.1M +$4.59M +91,249 +55%
KPWS
198
Kestra Private Wealth Services
Texas
$13.1M +$742K +14,759 +6%
LAM
199
L2 Asset Management
Massachusetts
$12.9M -$12.5M -249,550 -49%
PWM
200
Perigon Wealth Management
California
$12.4M +$1.24M +24,734 +11%

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.