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Vanguard Short-Term Tax-Exempt Bond ETF

278 hedge funds and large institutions have $819M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

164% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 50

16% more funds holding

Funds holding: 239278 (+39)

5% more capital invested

Capital invested by funds: $782M → $819M (+$37M)

4.22% less ownership

Funds ownership: 51.17%46.95% (-4.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
278
Holders Change
+39
Holders Change %
+16.32%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
51
Increased
132
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
226
Burling Wealth Partners
Illinois
$243K -$83.6K -820 -25%
FGA
227
Fortis Group Advisors
New Jersey
$241K +$1.63K +16 +0.7%
PP
228
PDS Planning
Ohio
$241K +$1.02K +10 +0.4%
RPGK
229
Retirement Planning Group (Kansas)
Kansas
$240K
SCM
230
SCS Capital Management
Massachusetts
$239K +$242K +2,368 New
SEP
231
Signature Equity Partners
Ohio
$239K +$150K +1,473 +165%
JP Morgan Chase
232
JP Morgan Chase
New York
$236K +$82.8K +812 +53%
EFS
233
Essex Financial Services
Connecticut
$236K -$1.02K -10 -0.4%
VA
234
Valmark Advisers
Ohio
$232K +$234K +2,295 New
LFA
235
Level Financial Advisors
New York
$232K
CA
236
CGN Advisors
Kansas
$231K -$7.04K -69 -3%
CWG
237
Cornerstone Wealth Group
North Carolina
$228K
BFO
238
Boston Family Office
Massachusetts
$228K
WTA
239
Washington Trust Advisors
Massachusetts
$224K +$816 +8 +0.4%
BRWA
240
B. Riley Wealth Advisors
Florida
$223K +$306 +3 +0.1%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$217K -$2.15M -21,045 -91%
SWM
242
SeaCrest Wealth Management
New York
$217K
ASN
243
Advisory Services Network
Georgia
$211K +$213K +2,090 New
PFA
244
Portland Financial Advisors
New York
$204K
LPP
245
Life Planning Partners
Florida
$202K
MIAS
246
Mason Investment Advisory Services
Virginia
$200K +$918 +9 +0.5%
CWAF
247
Core Wealth Advisors (Florida)
Florida
$200K
JWA
248
JFS Wealth Advisors
Pennsylvania
$200K
WETS
249
Wealth Enhancement Trust Services
South Dakota
$199K -$37.3K -366 -16%
SIS
250
Strategic Investment Solutions
Illinois
$198K +$177K +1,737 +804%