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Vanguard Short-Term Tax-Exempt Bond ETF

76 hedge funds and large institutions have $153M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 15 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% 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
17
Increased
34
Reduced
12
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$301K 2,989 -621 -17%
Osaic Holdings
52
Osaic Holdings
Arizona
$299K 2,972 +143 +5%
BWM
53
Brown Wealth Management
Illinois
$253K 2,516 +9 +0.4%
RDFA
54
Ritter Daniher Financial Advisory
Ohio
$247K 2,450
LAM
55
Lakewood Asset Management
Illinois
$243K 2,409 +2,409 New
LFA
56
Level Financial Advisors
New York
$231K 2,292
EWM
57
Empirical Wealth Management
Washington
$227K 2,258 -1,911 -46%
TC
58
TownSquare Capital
Utah
$223K 2,211 +8 +0.4%
MSFS
59
Main Street Financial Solutions
Pennsylvania
$218K 2,168 +2,168 New
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$211K 2,092 +2,092 New
CWC
61
Carolinas Wealth Consulting
North Carolina
$205K 2,035 +10 +0.5%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$182K 1,811 +1,811 New
GFPC
63
Global Financial Private Client
Florida
$123K 1,230
CT
64
Cambridge Trust
Massachusetts
$91.4K 908 +26 +3%
FMP
65
Financial Management Professionals
Texas
$70K 700 +400 +133%
UBS Group
66
UBS Group
Switzerland
$55.4K 550 -1,959 -78%
AWM
67
Avior Wealth Management
Nebraska
$50.4K 500
RIL
68
Rothschild Investment LLC
Illinois
$50.4K 500
FFA
69
Farther Finance Advisors
California
$50.2K 500
AA
70
Ancora Advisors
Ohio
$35K 348
AFS
71
Annapolis Financial Services
Maryland
$27K 268 +268 New
HI
72
Harbour Investments
Wisconsin
$25.2K 250
BFEC
73
Benjamin F. Edwards & Company
Missouri
$21K 208 +208 New
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$20.1K 200 +200 New
CA
75
Clearstead Advisors
Ohio
$13.8K 138 +138 New