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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
SIA
51
Soltis Investment Advisors
Utah
$298K +$298K +3,893 New
BPA
52
Beacon Pointe Advisors
California
$273K
ASN
53
Advisory Services Network
Georgia
$265K +$612 +8 +0.2%
DDPIC
54
Deroy & Devereaux Private Investment Counsel
Michigan
$260K -$497K -6,500 -66%
TWM
55
Timmons Wealth Management
Massachusetts
$259K +$259K +3,391 New
SIS
56
Strategic Investment Solutions
Illinois
$251K +$251K +3,285 New
AG
57
Ascent Group
Virginia
$251K +$251K +3,279 New
BMCM
58
Bryn Mawr Capital Management
Pennsylvania
$250K +$250K +3,269 New
KAS
59
Kestra Advisory Services
Texas
$245K +$2.6K +34 +1%
SMAM
60
Sugar Maple Asset Management
Wisconsin
$230K +$230K +3,008 New
CPA
61
Cardiff Park Advisors
California
$218K
RFP
62
Root Financial Partners
California
$210K +$210K +2,745 New
VT
63
Vise Technologies
New York
$210K +$210K +2,745 New
EWM
64
Elmwood Wealth Management
California
$204K +$2.14K +28 +1%
WSFS
65
Wilmington Savings Fund Society
Delaware
$165K +$165K +2,158 New
Jones Financial Companies
66
Jones Financial Companies
Missouri
$117K +$117K +1,524 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$93K +$15.3K +200 +20%
1CP
68
1015 Capital Partners
Pennsylvania
$80.2K +$80.2K +1,049 New
NS
69
NBC Securities
Alabama
$75.1K +$75.1K +982 New
FFA
70
Farther Finance Advisors
California
$58.9K +$14.8K +193 +33%
TC
71
Trust Company
Kansas
$34.6K +$34.6K +452 New
Osaic Holdings
72
Osaic Holdings
Arizona
$22.9K +$22.9K +300 New
AWA
73
Acumen Wealth Advisors
Tennessee
$20K +$20K +262 New
MWA
74
Medallion Wealth Advisors
Connecticut
$6.8K -$841 -11 -11%
Wells Fargo
75
Wells Fargo
California
$66