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Vanguard Short-Term Tax-Exempt Bond ETF

100 hedge funds and large institutions have $226M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
46
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OA
51
Oxbow Advisors
Texas
$570K +$570K +5,619 New
Goldman Sachs
52
Goldman Sachs
New York
$536K +$536K +5,281 New
WG
53
Watchman Group
Texas
$495K -$390K -3,850 -44%
LAM
54
Lakewood Asset Management
Illinois
$491K +$105K +1,033 +27%
AI
55
Atria Investments
North Carolina
$467K +$222K +2,189 +91%
BWA
56
BlueChip Wealth Advisors
Georgia
$465K +$109K +1,076 +31%
RJA
57
Raymond James & Associates
Florida
$460K -$4.75M -46,841 -91%
BPA
58
Beacon Pointe Advisors
California
$456K +$188K +1,855 +70%
EIA
59
Eldridge Investment Advisors
New Hampshire
$448K -$303K -3,000 -40%
UBS Group
60
UBS Group
Switzerland
$434K +$398K +3,921 +1,086%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$427K -$15.3K -151 -3%
OIA
62
OneDigital Investment Advisors
Kansas
$418K +$38.1K +376 +10%
TWA
63
Trellis Wealth Advisors
California
$369K -$27.9K -275 -7%
EFP
64
EnRich Financial Partners
Wisconsin
$358K -$1.12K -11 -0.3%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$354K +$34.5K +340 +11%
Osaic Holdings
66
Osaic Holdings
Arizona
$325K +$33K +325 +11%
MML Investors Services
67
MML Investors Services
Massachusetts
$316K -$48.3K -476 -13%
MSFS
68
Main Street Financial Solutions
Pennsylvania
$315K +$18.8K +185 +6%
FCA
69
FinTrust Capital Advisors
South Carolina
$305K -$4.06K -40 -1%
DDPIC
70
Deroy & Devereaux Private Investment Counsel
Michigan
$305K -$49.7K -490 -14%
KSWA
71
Kathleen S. Wright Associates
Pennsylvania
$304K
AWM
72
Avaii Wealth Management
Wisconsin
$300K -$65.7K -648 -18%
CIA
73
Concurrent Investment Advisors
Florida
$280K +$280K +2,758 New
IWS
74
Integrity Wealth Solutions
Colorado
$269K -$80.6K -795 -23%
EA
75
Eclectic Associates
California
$265K +$265K +2,614 New