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Vanguard Short-Term Tax-Exempt Bond ETF

186 hedge funds and large institutions have $602M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+32
Holders Change %
+20.78%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
47
Increased
73
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
51
Bedel Financial Consulting
Indiana
$2.07M +$2.07M +20,540 New
DPI
52
Diversified Portfolios Inc
Michigan
$2.07M +$51.9K +514 +3%
SOAG
53
Silver Oak Advisory Group
Oregon
$2.01M -$53.3K -528 -3%
Goldman Sachs
54
Goldman Sachs
New York
$1.87M +$1.87M +18,509 New
WIC
55
Whitegate Investment Counselors
New Hampshire
$1.75M -$378K -3,750 -18%
HTC
56
Haverford Trust Company
Pennsylvania
$1.67M -$155K -1,539 -8%
GL
57
Graypoint LLC
New York
$1.66M
SLWA
58
San Luis Wealth Advisors
California
$1.57M -$7.98M -79,077 -84%
GWA
59
Gutierrez Wealth Advisory
Arkansas
$1.55M +$1.55M +15,376 New
KSWA
60
Kathleen S. Wright Associates
Pennsylvania
$1.5M +$515K +5,100 +52%
BC
61
Burney Company
Virginia
$1.5M +$1.23M +12,181 +458%
PAG
62
Private Advisor Group
New Jersey
$1.47M -$374K -3,710 -20%
CPA
63
Cardiff Park Advisors
California
$1.45M
TC
64
TAGStone Capital
North Carolina
$1.45M -$1.15M -11,312 -44%
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$1.41M +$1.41M +13,940 New
SPP
66
Single Point Partners
Massachusetts
$1.38M +$145K +1,436 +12%
IIA
67
Integrity Investment Advisors
Colorado
$1.35M -$15.3K -152 -1%
DWP
68
Daymark Wealth Partners
Ohio
$1.35M +$39.5K +391 +3%
OIA
69
OneDigital Investment Advisors
Kansas
$1.34M +$951K +9,426 +243%
NA
70
NewEdge Advisors
Louisiana
$1.33M +$730K +7,233 +122%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.32M +$871K +8,626 +193%
CA
72
Clearstead Advisors
Ohio
$1.25M +$715K +7,088 +133%
AAP
73
Arax Advisory Partners
Colorado
$1.24M +$1.24M +12,273 New
MWM
74
Modern Wealth Management
Kansas
$1.22M +$974K +9,650 +398%
SFP
75
SwitchPoint Financial Planning
Utah
$1.2M -$130K -1,291 -10%