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Vanguard Short Duration Tax-Exempt Bond ETF

75 hedge funds and large institutions have $119M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 4

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

56% more funds holding

Funds holding: 4875 (+27)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $85.5M → $119M (+$33.5M)

1.59% less ownership

Funds ownership: 41.91%40.31% (-1.6%)

Holders
75
Holders Change
+27
Holders Change %
+56.25%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
34
Increased
31
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEW
26
Burton Enright Welch
California
$1.12M +$83.5K +1,092 +8%
EFS
27
Essex Financial Services
Connecticut
$1.11M +$89.5K +1,170 +9%
EC
28
Elequin Capital
New York
$1.1M +$207K +2,701 +23%
HG
29
Harbor Group
New Hampshire
$1.04M +$274K +3,582 +36%
BCG
30
Breakwater Capital Group
New Jersey
$989K +$199K +2,604 +25%
SFGP
31
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$789K +$789K +10,318 New
KLI
32
Kelman-Lazarov Inc
Tennessee
$784K +$142K +1,853 +22%
Citadel Advisors
33
Citadel Advisors
Florida
$754K +$754K +9,861 New
PCM
34
Prospera Capital Management
Arizona
$714K
NEPWA
35
New England Private Wealth Advisors
Massachusetts
$641K +$641K +8,385 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$614K +$614K +8,027 New
Financial Engines Advisors
37
Financial Engines Advisors
California
$598K +$180K +2,349 +43%
QFPS
38
Quantum Financial Planning Services
Washington
$576K +$576K +7,532 New
LPL Financial
39
LPL Financial
California
$558K +$559K +7,303 New
PGFC
40
Peapack-Gladstone Financial Corp
New Jersey
$459K +$459K +6,000 New
WF
41
Wayfinding Financial
Washington
$420K -$1.12M -14,583 -73%
NEWAS
42
N.E.W. Advisory Services
Wisconsin
$413K
WA
43
Waverly Advisors
Alabama
$399K +$400K +5,225 New
GWA
44
Gutierrez Wealth Advisory
Arkansas
$363K +$41.6K +544 +13%
JP Morgan Chase
45
JP Morgan Chase
New York
$348K +$157K +2,054 +82%
FPH
46
Financial Planning Hawaii
Hawaii
$346K +$346K +4,527 New
BTI
47
Blue Trust Inc
Georgia
$325K +$3.44K +45 +1%
AIS
48
American Investment Services
Massachusetts
$317K +$317K +4,149 New
Goldman Sachs
49
Goldman Sachs
New York
$304K +$304K +3,977 New
AIM
50
Advyzon Investment Management
Illinois
$298K +$612 +8 +0.2%