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Vanguard Short Duration Tax-Exempt Bond ETF

48 hedge funds and large institutions have $85.5M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

667% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $55M → $85.5M (+$30.5M)

50% more funds holding

Funds holding: 3248 (+16)

6.5% less ownership

Funds ownership: 48.4%41.91% (-6.5%)

Holders
48
Holders Change
+16
Holders Change %
+50%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
23
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Prospera Capital Management
Arizona
$717K
IWC
27
Integrated Wealth Concepts
Massachusetts
$665K +$660K +8,665 New
KLI
28
Kelman-Lazarov Inc
Tennessee
$644K +$207K +2,720 +48%
MWS
29
MFA Wealth Services
California
$595K +$29.3K +385 +5%
Financial Engines Advisors
30
Financial Engines Advisors
California
$420K +$44.2K +580 +12%
NEWAS
31
N.E.W. Advisory Services
Wisconsin
$414K
BTI
32
Blue Trust Inc
Georgia
$323K +$2.44K +32 +0.8%
GWA
33
Gutierrez Wealth Advisory
Arkansas
$323K +$26.4K +346 +9%
AIM
34
Advyzon Investment Management
Illinois
$299K +$2.67K +35 +0.9%
BPA
35
Beacon Pointe Advisors
California
$274K +$272K +3,567 New
BAM
36
Belpointe Asset Management
Nevada
$266K +$264K +3,470 New
ASN
37
Advisory Services Network
Georgia
$265K +$263K +3,458 New
KAS
38
Kestra Advisory Services
Texas
$243K +$241K +3,165 New
WIA
39
World Investment Advisors
California
$228K +$226K +2,967 New
CPA
40
Cardiff Park Advisors
California
$219K +$217K +2,850 New
JWCA
41
J.W. Cole Advisors
Florida
$206K
EWM
42
Elmwood Wealth Management
California
$203K +$201K +2,641 New
JP Morgan Chase
43
JP Morgan Chase
New York
$192K +$191K +2,503 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$78K +$11.4K +150 +17%
HI
45
Harbour Investments
Wisconsin
$67.8K +$67.3K +884 New
FFA
46
Farther Finance Advisors
California
$44.3K +$305 +4 +0.7%
MWA
47
Medallion Wealth Advisors
Connecticut
$7.67K
Wells Fargo
48
Wells Fargo
California
$49 +$76 +1 New
Citadel Advisors
49
Citadel Advisors
Florida
-$238K -3,148 Closed