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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
AC
26
Apella Capital
Connecticut
$6.64M +$1.53M +15,042 +30%
ML
27
Mayport LLC
Massachusetts
$6.27M +$2.11M +20,669 +50%
G
28
GenTrust
Florida
$6.13M +$3.27M +32,099 +113%
FCM
29
Firestone Capital Management
Florida
$5.93M +$402K +3,942 +7%
HTC
30
Haverford Trust Company
Pennsylvania
$5.58M +$3.12M +30,629 +125%
SAM
31
S.A. Mason
Michigan
$5.35M +$2.68M +26,264 +99%
EA
32
Eclectic Associates
California
$5.17M +$222K +2,173 +4%
TWM
33
Topsail Wealth Management
North Carolina
$5.17M +$204 +2 +0%
RIM
34
RW Investment Management
Idaho
$4.88M +$4.92M +48,277 New
ATPW
35
Ashton Thomas Private Wealth
Arizona
$4.8M +$107K +1,047 +2%
FAFN
36
First Affirmative Financial Network
Colorado
$4.75M +$4.79M +46,945 New
UBS Group
37
UBS Group
Switzerland
$4.59M +$609K +5,967 +15%
IA
38
IF Advisors
Texas
$4.5M +$459K +4,500 +11%
DWM
39
Dakota Wealth Management
Florida
$4.28M -$184K -1,800 -4%
SLG
40
Sanchez Levi Garrett
$4.07M +$4.1M +40,227 New
BWA
41
BlueChip Wealth Advisors
Georgia
$4.05M +$986K +9,665 +32%
TWA
42
TCI Wealth Advisors
Arizona
$3.91M -$100K -982 -2%
CA
43
Clearstead Advisors
Ohio
$3.83M +$1.4M +13,690 +57%
HP
44
Haven Private
Florida
$3.79M +$482K +4,729 +14%
PAG
45
Private Advisor Group
New Jersey
$3.73M +$90.8K +890 +2%
Mariner
46
Mariner
Kansas
$3.69M +$3.16M +31,013 +565%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$3.68M +$1.56M +15,292 +73%
KIM
48
Karpus Investment Management
New York
$3.53M -$23.2M -227,850 -87%
BFC
49
Bedel Financial Consulting
Indiana
$3.52M -$13.3M -129,972 -79%
Financial Engines Advisors
50
Financial Engines Advisors
California
$3.39M +$20.4K +200 +0.6%