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Vanguard Short-Term Tax-Exempt Bond ETF

186 hedge funds and large institutions have $602M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+32
Holders Change %
+20.78%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
47
Increased
73
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
26
Ashton Thomas Private Wealth
Arizona
$3.59M -$49.6K -491 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.53M -$48.8K -484 -1%
EA
28
Eclectic Associates
California
$3.42M +$959K +9,506 +39%
Brown Advisory
29
Brown Advisory
Maryland
$3.4M -$604K -5,982 -15%
BPA
30
Beacon Pointe Advisors
California
$3.36M +$3M +29,690 +820%
UBS Group
31
UBS Group
Switzerland
$3.35M +$2.68M +26,549 +401%
HP
32
Haven Private
Florida
$3.13M +$3.13M +31,015 New
PP
33
PrairieView Partners
Minnesota
$2.98M -$1.14M -11,296 -28%
SFP
34
Sterling Financial Planning
New Jersey
$2.96M +$91K +902 +3%
DWM
35
Dakota Wealth Management
Florida
$2.95M +$1.31M +13,000 +80%
BWA
36
BlueChip Wealth Advisors
Georgia
$2.86M +$1.51M +14,983 +112%
LPL Financial
37
LPL Financial
California
$2.85M +$716K +7,095 +34%
Financial Engines Advisors
38
Financial Engines Advisors
California
$2.7M -$166K -1,644 -6%
GPW
39
Genesis Private Wealth
Virginia
$2.7M +$261K +2,584 +11%
PCM
40
Passive Capital Management
Maryland
$2.63M +$96.4K +957 +4%
Truist Financial
41
Truist Financial
North Carolina
$2.63M +$2.22M +22,010 +546%
BB
42
Berkshire Bank
Massachusetts
$2.53M +$748K +7,408 +42%
AI
43
Atria Investments
North Carolina
$2.52M +$281K +2,786 +13%
EAM
44
Evanson Asset Management
California
$2.51M +$8.68K +86 +0.3%
BWM
45
Brown Wealth Management
Illinois
$2.42M +$2.15M +21,305 +806%
G
46
GenTrust
Florida
$2.38M -$1.07M -10,580 -31%
APC
47
Aspire Private Capital
North Carolina
$2.2M +$990K +9,805 +82%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$2.2M +$1.23M +12,148 +126%
EC
49
Elequin Capital
New York
$2.19M +$2.14M +21,241 +4,231%
ML
50
Mayport LLC
Massachusetts
$2.08M -$840K -8,319 -29%