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Vanguard Short-Term Tax-Exempt Bond ETF

75 hedge funds and large institutions have $234M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+42
Holders Change %
+127.27%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
22
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPW
26
Waldron Private Wealth
Pennsylvania
$723K +$723K +7,128 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$708K +$708K +6,984 New
RFG
28
RFP Financial Group
Georgia
$701K -$198K -1,952 -22%
SSW
29
Stone Summit Wealth
Florida
$697K +$296K +2,919 +74%
SC
30
Sinecera Capital
Texas
$653K +$653K +6,441 New
RFP
31
RCS Financial Planning
Maryland
$603K -$431K -4,253 -42%
Walleye Capital
32
Walleye Capital
New York
$564K +$165K +1,624 +41%
FTUS
33
Flow Traders U.S.
New York
$519K +$519K +5,121 New
EAM
34
Evanson Asset Management
California
$497K +$497K +4,900 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$474K +$474K +4,674 New
FF
36
Francis Financial
$466K -$253K -2,496 -35%
RJT
37
Raymond James Trust
Florida
$458K -$25.5K -251 -5%
HSA
38
HBK Sorce Advisory
Pennsylvania
$434K +$434K +4,284 New
EWM
39
Empirical Wealth Management
Washington
$423K +$423K +4,169 New
FT
40
Fiduciary Trust
Massachusetts
$403K +$403K +3,977 New
PP
41
PrairieView Partners
Minnesota
$394K +$393K +3,877 +64,617%
LPP
42
Life Planning Partners
Florida
$387K +$387K +3,818 New
IWS
43
Integrity Wealth Solutions
Colorado
$372K +$372K +3,664 New
Corient Private Wealth
44
Corient Private Wealth
Florida
$366K +$366K +3,610 New
OIA
45
OneDigital Investment Advisors
Kansas
$350K +$350K +3,452 New
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
$350K +$350K +3,451 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$322K +$322K +3,172 New
FCA
48
FinTrust Capital Advisors
South Carolina
$309K +$309K +3,050 New
AWM
49
Avaii Wealth Management
Wisconsin
$305K +$305K +3,012 New
MWM
50
Mission Wealth Management
California
$293K +$293K +2,890 New