We are live on ! Find out more
VTES icon

Vanguard Short-Term Tax-Exempt Bond ETF

239 hedge funds and large institutions have $782M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 12

243% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 206239 (+33)

15% more capital invested

Capital invested by funds: $680M → $782M (+$102M)

0.09% more ownership

Funds ownership: 51.08%51.17% (+0.09%)

Holders
239
Holders Change
+33
Holders Change %
+16.02%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
50
Increased
120
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Firestone Capital Management
Florida
$5.56M +$719K +7,082 +15%
LPL Financial
27
LPL Financial
California
$5.3M +$1.13M +11,079 +27%
TWM
28
Topsail Wealth Management
North Carolina
$5.19M +$305 +3 +0%
AC
29
Apella Capital
Connecticut
$5.13M +$5.12M +50,462 New
MPW
30
MGO Private Wealth
California
$5M -$135K -1,330 -3%
EA
31
Eclectic Associates
California
$4.97M +$1.01M +9,951 +26%
ATPW
32
Ashton Thomas Private Wealth
Arizona
$4.72M +$1.33M +13,134 +39%
AFG
33
Altiora Financial Group
Ohio
$4.48M +$347K +3,420 +8%
DWM
34
Dakota Wealth Management
Florida
$4.48M +$927K +9,129 +26%
ML
35
Mayport LLC
Massachusetts
$4.2M +$1.1M +10,868 +36%
IA
36
IF Advisors
Texas
$4.06M +$4.06M +40,000 New
TWA
37
TCI Wealth Advisors
Arizona
$4.03M +$15.1K +149 +0.4%
Osaic Holdings
38
Osaic Holdings
Arizona
$4.01M +$253K +2,493 +7%
UBS Group
39
UBS Group
Switzerland
$4M +$78.2K +770 +2%
PAG
40
Private Advisor Group
New Jersey
$3.66M +$999K +9,835 +38%
Financial Engines Advisors
41
Financial Engines Advisors
California
$3.39M -$53.7K -529 -2%
HP
42
Haven Private
Florida
$3.32M +$80.6K +794 +2%
SFP
43
Sterling Financial Planning
New Jersey
$3.23M +$169K +1,666 +6%
GPW
44
Genesis Private Wealth
Virginia
$3.13M +$59.9K +590 +2%
BWA
45
BlueChip Wealth Advisors
Georgia
$3.09M +$404K +3,978 +15%
Stifel Financial
46
Stifel Financial
Missouri
$3.04M +$1.3M +12,828 +75%
G
47
GenTrust
Florida
$2.89M +$637K +6,273 +28%
APC
48
Aspire Private Capital
North Carolina
$2.8M +$4.26K +42 +0.2%
Morgan Stanley
49
Morgan Stanley
New York
$2.74M +$2.62M +25,766 +2,219%
SAM
50
S.A. Mason
Michigan
$2.7M +$2.7M +26,606 New