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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
JP Morgan Chase
1
JP Morgan Chase
New York
$2.78B +$509M +10,129,865 +23%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.93B -$17.6M -349,357 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$1.41B +$2.19M +43,664 +0.2%
Creative Planning
4
Creative Planning
Kansas
$1.38B -$10.6M -211,850 -0.8%
Raymond James Financial
5
Raymond James Financial
Florida
$1.36B +$127M +2,533,165 +10%
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.32B +$58.8M +1,169,660 +5%
Charles Schwab
7
Charles Schwab
California
$1.16B -$91.3M -1,817,721 -7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.08B +$52.9M +1,052,382 +5%
SEI Investments
9
SEI Investments
Pennsylvania
$801M +$84.3M +1,678,352 +12%
Wells Fargo
10
Wells Fargo
California
$751M +$23.4M +464,987 +3%
Northern Trust
11
Northern Trust
Illinois
$749M +$10.6M +211,579 +1%
Bank of America
12
Bank of America
North Carolina
$706M +$66M +1,313,927 +10%
TCIIS
13
TIAA-CREF Individual & Institutional Services
New York
$667M +$24.3M +483,641 +4%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$581M +$32.5M +647,491 +6%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$540M +$90.2M +1,794,956 +20%
LPL Financial
16
LPL Financial
California
$528M +$40.5M +806,620 +8%
Franklin Resources
17
Franklin Resources
California
$363M -$2.47M -49,174 -0.7%
Betterment LLC
18
Betterment LLC
New York
$357M +$6.63M +131,923 +2%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$323M +$3.9M +77,516 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$296M +$22.6M +450,334 +8%
Mariner
21
Mariner
Kansas
$242M +$25.7M +512,423 +12%
Corient Private Wealth
22
Corient Private Wealth
Florida
$231M +$4.55M +90,471 +2%
UBS Group
23
UBS Group
Switzerland
$229M +$8.87M +176,473 +4%
RWP
24
RWA Wealth Partners
Massachusetts
$226M +$11.3M +225,571 +5%
Cerity Partners
25
Cerity Partners
New York
$223M +$679K +13,515 +0.3%

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.