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Vanguard Short-Term Tax-Exempt Bond ETF

278 hedge funds and large institutions have $819M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

164% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 50

16% more funds holding

Funds holding: 239278 (+39)

5% more capital invested

Capital invested by funds: $782M → $819M (+$37M)

4.22% less ownership

Funds ownership: 51.17%46.95% (-4.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
278
Holders Change
+39
Holders Change %
+16.32%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
51
Increased
132
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
51
Sterling Financial Planning
New Jersey
$3.34M +$119K +1,166 +4%
FFA
52
Farther Finance Advisors
California
$3.16M +$1.53M +14,980 +92%
GPW
53
Genesis Private Wealth
Virginia
$3.11M -$2.14K -21 -0.1%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$3.01M +$2.44M +23,920 +407%
Goldman Sachs
55
Goldman Sachs
New York
$2.98M -$4.91M -48,151 -62%
NA
56
NewEdge Advisors
Louisiana
$2.97M +$1.47M +14,382 +96%
APC
57
Aspire Private Capital
North Carolina
$2.94M +$150K +1,466 +5%
Osaic Holdings
58
Osaic Holdings
Arizona
$2.79M -$1.21M -11,887 -30%
EAM
59
Evanson Asset Management
California
$2.75M +$178K +1,741 +7%
AI
60
Atria Investments
North Carolina
$2.71M +$495K +4,854 +22%
AFP
61
Ausdal Financial Partners
Iowa
$2.64M +$2.67M +26,148 New
BWM
62
Brown Wealth Management
Illinois
$2.51M +$154K +1,514 +6%
SPW
63
Surience Private Wealth
Washington
$2.47M +$2.15M +21,063 +628%
PCM
64
Passive Capital Management
Maryland
$2.45M +$570K +5,586 +30%
SOAG
65
Silver Oak Advisory Group
Oregon
$2.41M +$196K +1,924 +9%
EC
66
Eaton-Cambridge
Arizona
$2.39M +$363K +3,555 +18%
DWP
67
Daymark Wealth Partners
Ohio
$2.25M +$307K +3,009 +16%
PFA
68
Pillar Financial Advisors
Kentucky
$2.24M +$1.27M +12,454 +128%
FF
69
Frankly Finances
Florida
$2.16M +$13.6K +133 +0.6%
HWM
70
HB Wealth Management
Georgia
$2.16M +$106K +1,036 +5%
Stifel Financial
71
Stifel Financial
Missouri
$2.12M -$909K -8,912 -30%
JSA
72
Jacobson & Schmitt Advisors
Wisconsin
$2.06M -$40K -392 -2%
AWM
73
Avior Wealth Management
Nebraska
$2.06M +$350K +3,435 +20%
BEW
74
Burton Enright Welch
California
$2.06M -$574K -5,632 -22%
DPI
75
Diversified Portfolios Inc
Michigan
$2.01M -$7.55K -74 -0.4%