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Vanguard Short-Term Tax-Exempt Bond ETF

154 hedge funds and large institutions have $342M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+19
Holders Change %
+14.07%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
78
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IIA
51
Integrity Investment Advisors
Colorado
$1.36M +$1.36M +13,574 New
BWA
52
BlueChip Wealth Advisors
Georgia
$1.34M +$512K +5,093 +62%
LWANC
53
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.33M +$151K +1,502 +13%
SFP
54
SwitchPoint Financial Planning
Utah
$1.33M -$15.2K -151 -1%
DWP
55
Daymark Wealth Partners
Ohio
$1.3M +$161K +1,605 +14%
SPP
56
Single Point Partners
Massachusetts
$1.23M +$55.7K +554 +5%
SA
57
Sunesis Advisors
Kansas
$1.2M
APC
58
Aspire Private Capital
North Carolina
$1.2M +$1.2M +11,976 New
KPWS
59
Kestra Private Wealth Services
Texas
$1.1M +$1.1M +10,943 New
PCI
60
Planning Center Inc
Illinois
$1.09M
Luther King Capital Management (LKCM)
61
Luther King Capital Management (LKCM)
Texas
$1.08M -$1.08M
AIC
62
Allodium Investment Consultants
Minnesota
$1.03M +$216K +2,152 +27%
KSWA
63
Kathleen S. Wright Associates
Pennsylvania
$985K +$342K +3,400 +53%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$964K +$445K +4,439 +86%
PCA
65
Prosperity Capital Advisors
Ohio
$956K +$956K +9,514 New
SAI
66
Savvy Advisors Inc
New York
$934K
EFS
67
Essex Financial Services
Connecticut
$821K -$30.2K -300 -4%
PFA
68
Pillar Financial Advisors
Kentucky
$805K +$42.9K +427 +6%
HL
69
HeadInvest LLC
Maine
$797K
FTUS
70
Flow Traders U.S.
New York
$777K +$360K +3,580 +86%
RFP
71
RCS Financial Planning
Maryland
$762K +$9.45K +94 +1%
MML Investors Services
72
MML Investors Services
Massachusetts
$705K +$350K +3,479 +98%
EFP
73
EnRich Financial Partners
Wisconsin
$703K -$1.51K -15 -0.2%
BA
74
Bridgewater Advisors
New York
$680K +$680K +6,797 New
UBS Group
75
UBS Group
Switzerland
$665K +$232K +2,307 +54%