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Vanguard Short-Term Tax-Exempt Bond ETF

75 hedge funds and large institutions have $234M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+42
Holders Change %
+127.27%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
22
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$287K +$34K +335 +13%
FA
52
FC Advisory
Pennsylvania
$278K +$278K +2,746 New
UBS Group
53
UBS Group
Switzerland
$254K +$251K +2,480 +8,552%
BWM
54
Brown Wealth Management
Illinois
$254K +$254K +2,507 New
RDFA
55
Ritter Daniher Financial Advisory
Ohio
$248K +$248K +2,450 New
LFA
56
Level Financial Advisors
New York
$232K +$149K +1,471 +179%
GSAM
57
Grant Street Asset Management
Pennsylvania
$232K +$232K +2,291 New
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$231K -$233K -2,297 -50%
TC
59
TownSquare Capital
Utah
$223K +$223K +2,203 New
CAN
60
Cetera Advisor Networks
California
$222K +$222K +2,185 New
CFD
61
Creative Financial Designs
Indiana
$211K +$211K +2,080 New
CWC
62
Carolinas Wealth Consulting
North Carolina
$205K +$1.32K +13 +0.6%
RPGK
63
Retirement Planning Group (Kansas)
Kansas
$200K +$200K +1,977 New
GFPC
64
Global Financial Private Client
Florida
$125K +$125K +1,230 New
CT
65
Cambridge Trust
Massachusetts
$89.4K +$89.4K +882 New
RIL
66
Rothschild Investment LLC
Illinois
$50.7K +$50.7K +500 New
AWM
67
Avior Wealth Management
Nebraska
$50.7K +$50.7K +500 New
FFA
68
Farther Finance Advisors
California
$50.7K +$50.7K +500 New
AA
69
Ancora Advisors
Ohio
$35.3K
FMP
70
Financial Management Professionals
Texas
$30K +$30K +300 New
HI
71
Harbour Investments
Wisconsin
$25.4K
Morgan Stanley
72
Morgan Stanley
New York
$15.4K +$15.4K +152 New
RCM
73
Richardson Capital Management
Wisconsin
$10.1K +$10.1K +100 New
PCM
74
Penserra Capital Management
California
$7K +$7K +73 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$101 +$101 +1 New