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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
HDIM
201
Hanson & Doremus Investment Management
Vermont
$12.3M +$649K +12,922 +6%
PAG
202
Private Advisor Group
New Jersey
$12.3M +$1.36M +27,108 +12%
RFP
203
Roth Financial Partners
Texas
$12.1M +$355K +7,074 +3%
LEA
204
Legacy Edge Advisors
New York
$11.9M -$583K -11,607 -5%
ATPW
205
Ashton Thomas Private Wealth
Arizona
$11.9M +$1.21M +24,057 +11%
DPI
206
Diversified Portfolios Inc
Michigan
$11.9M +$4.58M +91,199 +64%
PWS
207
Physician Wealth Solutions
Nevada
$11.7M +$129K +2,567 +1%
GLLW
208
Graves Light Lenhart Wealth
Virginia
$11.5M +$2.92M +58,138 +34%
Citigroup
209
Citigroup
New York
$11.4M +$245K +4,875 +2%
VA
210
Valmark Advisers
Ohio
$11.4M +$1.91M +38,048 +20%
ATS
211
Ashton Thomas Securities
New York
$11.3M +$1.47M +29,174 +15%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$11.2M -$50K -996 -0.4%
TI
213
Tidal Investments
Wisconsin
$11.1M +$11.1M +220,727 New
CFB
214
Cullen/Frost Bankers
Texas
$11.1M -$76.1K -1,514 -0.7%
PA
215
PFG Advisors
Arizona
$11M +$541K +10,772 +5%
SPC
216
Spirepoint Private Client
Florida
$10.9M +$930K +18,503 +9%
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$10.8M +$1.54M +30,694 +17%
SA
218
Stewardship Advisors
Pennsylvania
$10.7M +$2.42M +48,065 +29%
LW
219
Linscomb Wealth
Texas
$10.7M +$4.12M +82,075 +63%
FMWA
220
Forvis Mazars Wealth Advisors
Missouri
$10.7M +$623K +12,406 +6%
JAA
221
Joel Adams & Associates
North Carolina
$10.7M +$1.11M +22,059 +12%
BSSFA
222
Baron Silver Stevens Financial Advisors
Florida
$10.6M +$81.8K +1,628 +0.8%
CPCM
223
Cardinal Point Capital Management
Ontario, Canada
$10.4M -$764K -15,207 -7%
KeyBank National Association
224
KeyBank National Association
Ohio
$10.3M +$1.16M +23,130 +13%
WAG
225
Winthrop Advisory Group
Massachusetts
$10.3M -$73.9K -1,470 -0.7%

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.