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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
JP Morgan Chase
1
JP Morgan Chase
New York
$2.23B -$3.02B -59,830,919 -57%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.92B +$96.9M +1,920,046 +5%
Morgan Stanley
3
Morgan Stanley
New York
$1.39B +$139M +2,752,797 +11%
Creative Planning
4
Creative Planning
Kansas
$1.37B +$126M +2,499,613 +10%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.24B +$38.4M +760,249 +3%
Charles Schwab
6
Charles Schwab
California
$1.24B +$92.2M +1,826,935 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$1.22B -$9.11M -180,421 -0.7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.01B -$8.79M -174,122 -0.8%
Northern Trust
9
Northern Trust
Illinois
$728M -$37.9M -749,717 -5%
Wells Fargo
10
Wells Fargo
California
$717M +$44.7M +885,725 +7%
SEI Investments
11
SEI Investments
Pennsylvania
$707M +$33.3M +659,339 +5%
TCIIS
12
TIAA-CREF Individual & Institutional Services
New York
$634M +$642M +12,706,867 New
Bank of America
13
Bank of America
North Carolina
$631M +$30M +594,110 +5%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$540M +$30.5M +603,571 +6%
LPL Financial
15
LPL Financial
California
$481M +$25.4M +503,007 +6%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$441M +$97.2M +1,925,834 +28%
Franklin Resources
17
Franklin Resources
California
$360M +$48M +951,107 +15%
Betterment LLC
18
Betterment LLC
New York
$346M +$11.2M +222,124 +3%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$315M +$36.2M +717,204 +13%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$270M +$37.7M +745,787 +16%
Corient Private Wealth
21
Corient Private Wealth
Florida
$220M -$185M -3,663,134 -45%
Cerity Partners
22
Cerity Partners
New York
$220M +$18.3M +362,662 +9%
UBS Group
23
UBS Group
Switzerland
$217M +$30.2M +598,276 +16%
Mariner
24
Mariner
Kansas
$213M +$15.6M +309,361 +8%
RWP
25
RWA Wealth Partners
Massachusetts
$212M +$11.9M +236,121 +6%

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.