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Vanguard Short-Term Tax-Exempt Bond ETF

200 hedge funds and large institutions have $677M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$140M
WFAG
2
Wescott Financial Advisory Group
Pennsylvania
$64.8M
GG
3
Gleason Group
Kentucky
$31M
KIM
4
Karpus Investment Management
New York
$30.6M
Bank of America
5
Bank of America
North Carolina
$26.5M
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$25.5M
SI
7
Seeds Investor
New York
$18.6M
Corient Private Wealth
8
Corient Private Wealth
Florida
$16.7M
Raymond James Financial
9
Raymond James Financial
Florida
$14.5M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$12M
BHWM
11
Beaird Harris Wealth Management
Texas
$11M
Wells Fargo
12
Wells Fargo
California
$10.5M
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$9.76M
SC
14
Savant Capital
Illinois
$9.63M
SCA
15
Stonebridge Capital Advisors
Minnesota
$8.65M
BPA
16
Beacon Pointe Advisors
California
$8.44M
BB
17
Berkshire Bank
Massachusetts
$8.4M
CISOA
18
Capital Investment Services of America
Wisconsin
$7.78M
HFS
19
Hughes Financial Services
Virginia
$7.2M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.51M
TWM
21
Topsail Wealth Management
North Carolina
$5.21M
MPW
22
MGO Private Wealth
California
$5.15M
FCM
23
Firestone Capital Management
Florida
$4.85M
Truist Financial
24
Truist Financial
North Carolina
$4.45M
Jones Financial Companies
25
Jones Financial Companies
Missouri
$4.41M