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Vanguard Short-Term Tax-Exempt Bond ETF

92 hedge funds and large institutions have $192M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
32
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SA
26
Sunesis Advisors
Kansas
$1.2M
PAG
27
Private Advisor Group
New Jersey
$1.17M +$190K +1,895 +19%
HTC
28
Haverford Trust Company
Pennsylvania
$1.14M +$91.8K +917 +9%
PCI
29
Planning Center Inc
Illinois
$1.11M
SC
30
Sinecera Capital
Texas
$997K +$218K +2,177 +28%
BC
31
Bowman & Company
Wisconsin
$972K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$949K -$116K -1,163 -11%
DWP
33
Daymark Wealth Partners
Ohio
$902K +$524K +5,239 +139%
SAI
34
Savvy Advisors Inc
New York
$890K +$890K +8,892 New
WG
35
Watchman Group
Texas
$874K +$70.6K +706 +9%
LWANC
36
Laurel Wealth Advisors (North Carolina)
North Carolina
$866K -$120K -1,197 -12%
BAG
37
Bridgewealth Advisory Group
California
$853K +$853K +8,523 New
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$812K +$812K +8,118 New
EIA
39
Eldridge Investment Advisors
New Hampshire
$744K -$303K -3,031 -29%
OMC
40
Old Mission Capital
Illinois
$728K +$728K +7,274 New
RFP
41
RCS Financial Planning
Maryland
$619K +$24K +240 +4%
SSW
42
Stone Summit Wealth
Florida
$603K -$82.4K -823 -12%
LPL Financial
43
LPL Financial
California
$539K +$73.1K +731 +16%
IAN
44
Integrated Advisors Network
Texas
$512K
RJFSA
45
Raymond James Financial Services Advisors
Florida
$457K +$300 +3 +0.1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$436K -$326K -3,259 -43%
EFS
47
Essex Financial Services
Connecticut
$432K +$432K +4,290 New
TWA
48
Trellis Wealth Advisors
California
$391K +$391K +3,911 New
PP
49
PrairieView Partners
Minnesota
$388K
LAM
50
Lakewood Asset Management
Illinois
$381K +$140K +1,403 +58%