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Vanguard Short-Term Tax-Exempt Bond ETF

239 hedge funds and large institutions have $782M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 12

243% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 206239 (+33)

15% more capital invested

Capital invested by funds: $680M → $782M (+$102M)

0.09% more ownership

Funds ownership: 51.08%51.17% (+0.09%)

Holders
239
Holders Change
+33
Holders Change %
+16.02%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
50
Increased
120
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEW
51
Burton Enright Welch
California
$2.64M +$266K +2,616 +11%
EAM
52
Evanson Asset Management
California
$2.59M -$33K -325 -1%
HTC
53
Haverford Trust Company
Pennsylvania
$2.49M +$499K +4,915 +25%
CA
54
Clearstead Advisors
Ohio
$2.46M +$699K +6,879 +40%
BWM
55
Brown Wealth Management
Illinois
$2.37M +$62.4K +614 +3%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.36M +$2.36M +23,195 New
AI
57
Atria Investments
North Carolina
$2.23M -$430K -4,235 -16%
SOAG
58
Silver Oak Advisory Group
Oregon
$2.23M +$5.69K +56 +0.3%
FF
59
Frankly Finances
Florida
$2.16M +$2.16M +21,268 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$2.14M +$1.08M +10,603 +101%
JSA
61
Jacobson & Schmitt Advisors
Wisconsin
$2.11M +$60.8K +599 +3%
HWM
62
HB Wealth Management
Georgia
$2.07M +$87.3K +860 +4%
EC
63
Eaton-Cambridge
Arizona
$2.04M +$677K +6,662 +50%
DPI
64
Diversified Portfolios Inc
Michigan
$2.02M +$35.2K +347 +2%
DWP
65
Daymark Wealth Partners
Ohio
$1.96M +$588K +5,792 +43%
AIC
66
Allodium Investment Consultants
Minnesota
$1.93M +$321K +3,159 +20%
PCM
67
Passive Capital Management
Maryland
$1.89M +$146K +1,433 +8%
Citadel Advisors
68
Citadel Advisors
Florida
$1.87M +$200K +1,968 +12%
CIA
69
Choate Investment Advisors
Massachusetts
$1.81M +$15.4K +152 +0.9%
MWM
70
Modern Wealth Management
Kansas
$1.77M +$124K +1,218 +7%
WIC
71
Whitegate Investment Counselors
New Hampshire
$1.77M
AWM
72
Avior Wealth Management
Nebraska
$1.72M +$710K +6,995 +70%
FFA
73
Farther Finance Advisors
California
$1.66M +$604K +5,952 +58%
Brown Advisory
74
Brown Advisory
Maryland
$1.64M -$1.63M -16,044 -50%
EWA
75
EverSource Wealth Advisors
Alabama
$1.6M +$273K +2,693 +21%