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Vanguard Short-Term Tax-Exempt Bond ETF

135 hedge funds and large institutions have $261M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+35
Holders Change %
+35%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
49
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAI
51
Savvy Advisors Inc
New York
$932K
GG
52
Gleason Group
Kentucky
$917K +$917K +9,144 New
Stifel Financial
53
Stifel Financial
Missouri
$915K +$915K +9,131 New
Wells Fargo
54
Wells Fargo
California
$852K +$852K +8,497 New
BB
55
Berkshire Bank
Massachusetts
$850K -$80.2K -800 -9%
EFS
56
Essex Financial Services
Connecticut
$849K -$9.02K -90 -1%
BWA
57
BlueChip Wealth Advisors
Georgia
$825K +$365K +3,640 +79%
AIC
58
Allodium Investment Consultants
Minnesota
$809K +$809K +8,065 New
HL
59
HeadInvest LLC
Maine
$795K +$795K +7,934 New
PFA
60
Pillar Financial Advisors
Kentucky
$760K +$760K +7,586 New
RFP
61
RCS Financial Planning
Maryland
$750K +$49.7K +496 +7%
HF
62
HRT Financial
New York
$731K +$731K +7,300 New
DWM
63
Dakota Wealth Management
Florida
$712K +$712K +7,100 New
EFP
64
EnRich Financial Partners
Wisconsin
$702K +$349K +3,480 +99%
JSA
65
Jacobson & Schmitt Advisors
Wisconsin
$684K +$684K +6,822 New
KSWA
66
Kathleen S. Wright Associates
Pennsylvania
$642K +$341K +3,400 +113%
WA
67
Waverly Advisors
Alabama
$575K +$575K +5,740 New
SSW
68
Stone Summit Wealth
Florida
$569K -$11.9K -119 -2%
OA
69
Oxbow Advisors
Texas
$563K
CBT
70
Crews Bank & Trust
Florida
$556K +$556K +5,550 New
Jones Financial Companies
71
Jones Financial Companies
Missouri
$518K +$518K +5,168 New
WG
72
Watchman Group
Texas
$502K +$13K +130 +3%
LKBC
73
L.K. Benson & Company
Maryland
$502K +$502K +5,007 New
AIM
74
Alhambra Investment Management
Florida
$481K +$481K +4,800 New
JWA
75
JFS Wealth Advisors
Pennsylvania
$477K +$277K +2,759 +138%