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Vanguard Short-Term Tax-Exempt Bond ETF

100 hedge funds and large institutions have $226M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
46
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GL
26
Graypoint LLC
New York
$1.66M
MPW
27
MGO Private Wealth
California
$1.66M +$297K +2,928 +22%
Financial Engines Advisors
28
Financial Engines Advisors
California
$1.44M +$90.6K +893 +7%
Corient Private Wealth
29
Corient Private Wealth
Florida
$1.41M +$1.13M +11,145 +400%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.3M +$340K +3,349 +35%
HTC
31
Haverford Trust Company
Pennsylvania
$1.26M +$98.3K +969 +8%
SA
32
Sunesis Advisors
Kansas
$1.22M
LPL Financial
33
LPL Financial
California
$1.21M +$666K +6,567 +122%
Brown Advisory
34
Brown Advisory
Maryland
$1.21M +$1.21M +11,891 New
PCI
35
Planning Center Inc
Illinois
$1.13M
PAG
36
Private Advisor Group
New Jersey
$1.13M -$60.4K -596 -5%
DWP
37
Daymark Wealth Partners
Ohio
$1.07M +$152K +1,495 +17%
SC
38
Sinecera Capital
Texas
$1.02M +$9.64K +95 +1%
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.02M +$137K +1,354 +16%
BC
40
Bowman & Company
Wisconsin
$985K
SAI
41
Savvy Advisors Inc
New York
$942K +$40.6K +400 +4%
BB
42
Berkshire Bank
Massachusetts
$941K +$941K +9,280 New
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$941K -$298K -2,939 -24%
BAG
44
Bridgewealth Advisory Group
California
$870K +$5.17K +51 +0.6%
EFS
45
Essex Financial Services
Connecticut
$863K +$431K +4,270 +100%
OMC
46
Old Mission Capital
Illinois
$719K -$18.4K -181 -2%
CPA
47
Cardiff Park Advisors
California
$716K +$716K +7,058 New
RFP
48
RCS Financial Planning
Maryland
$709K +$81.9K +808 +13%
AWM
49
Act Wealth Management
Texas
$616K +$616K +6,071 New
SSW
50
Stone Summit Wealth
Florida
$587K -$24K -237 -4%