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Vanguard Short-Term Tax-Exempt Bond ETF

92 hedge funds and large institutions have $192M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
32
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$375K +$22.6K +226 +6%
AWM
52
Avaii Wealth Management
Wisconsin
$361K -$7.11K -71 -2%
MML Investors Services
53
MML Investors Services
Massachusetts
$359K +$359K +3,591 New
EFP
54
EnRich Financial Partners
Wisconsin
$354K -$48.7K -487 -12%
BWA
55
BlueChip Wealth Advisors
Georgia
$351K +$351K +3,510 New
DDPIC
56
Deroy & Devereaux Private Investment Counsel
Michigan
$350K +$350K +3,500 New
IWS
57
Integrity Wealth Solutions
Colorado
$345K +$2K +20 +0.6%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$315K -$364K -3,635 -54%
FCA
59
FinTrust Capital Advisors
South Carolina
$305K
KSWA
60
Kathleen S. Wright Associates
Pennsylvania
$300K +$300K +3,000 New
MSFS
61
Main Street Financial Solutions
Pennsylvania
$292K +$75.3K +752 +35%
Osaic Holdings
62
Osaic Holdings
Arizona
$288K -$9.81K -98 -3%
Corient Private Wealth
63
Corient Private Wealth
Florida
$279K -$20.5K -205 -7%
BWM
64
Brown Wealth Management
Illinois
$273K +$20.9K +209 +8%
BPA
65
Beacon Pointe Advisors
California
$264K +$264K +2,637 New
RFG
66
RFP Financial Group
Georgia
$262K -$231K -2,306 -47%
RDFA
67
Ritter Daniher Financial Advisory
Ohio
$245K
AI
68
Atria Investments
North Carolina
$241K +$241K +2,412 New
CIC
69
Cutler Investment Counsel
Oregon
$238K +$238K +2,377 New
LFA
70
Level Financial Advisors
New York
$229K
TC
71
TownSquare Capital
Utah
$224K +$2.3K +23 +1%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$210K +$174K +10,125 +484%
Citadel Advisors
73
Citadel Advisors
Florida
$208K +$208K +2,077 New
CWC
74
Carolinas Wealth Consulting
North Carolina
$205K +$1K +10 +0.5%
TFF
75
The Family Firm
Maryland
$201K +$201K +2,012 New