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Vanguard Short-Term Tax-Exempt Bond ETF

239 hedge funds and large institutions have $782M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 12

243% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 206239 (+33)

15% more capital invested

Capital invested by funds: $680M → $782M (+$102M)

0.09% more ownership

Funds ownership: 51.08%51.17% (+0.09%)

Holders
239
Holders Change
+33
Holders Change %
+16.02%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
50
Increased
120
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
226
American National Bank & Trust
Texas
$66.1K +$35.6K +351 +117%
AWM
227
AE Wealth Management
Kansas
$59.5K +$59.5K +586 New
VWM
228
Vermillion Wealth Management
Minnesota
$54.6K -$163K -1,607 -75%
EB
229
Eastern Bank
Massachusetts
$50.8K
GC
230
Gould Capital
Washington
$50.8K +$50.8K +500 New
CMBA
231
C.M. Bidwell & Associates
Hawaii
$45K
RF
232
Rossby Financial
Florida
$41.6K +$8.94K +88 +27%
PWA
233
Physician Wealth Advisors
Utah
$38.3K
BFP
234
Birchwood Financial Partners
Minnesota
$35.6K +$35.5K +350 New
NL
235
NEPC LLC
Massachusetts
$30.4K +$30.4K +299 New
MCM
236
MAI Capital Management
Ohio
$30.4K
IA
237
IFP Advisors
Florida
$26.2K +$203 +2 +0.8%
SIS
238
Strategic Investment Solutions
Illinois
$22K +$21.9K +216 New
SPIA
239
Steward Partners Investment Advisory
New York
$20.3K
HNB
240
Huntington National Bank
Ohio
$19.7K
OC
241
Optima Capital
Oregon
$19K +$19K +187 New
FPAS
242
Focus Partners Advisor Solutions
Missouri
-$3.79M -37,212 Closed
EC
243
Elequin Capital
New York
-$1.91M -18,697 Closed
PWS
244
Physician Wealth Solutions
Nevada
-$829K -8,130 Closed
PPWM
245
PFG Private Wealth Management
Florida
-$656K -6,434 Closed
LAM
246
Lakewood Asset Management
Illinois
-$503K -4,932 Closed
FIA
247
Foundations Investment Advisors
Arizona
-$339K -3,322 Closed
MW
248
Maia Wealth
Colorado
-$327K -3,229 Closed
IWP
249
Innova Wealth Partners
Pennsylvania
-$321K -3,150 Closed
HNWAG
250
High Net Worth Advisory Group
Florida
-$291K -2,851 Closed