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Vanguard Short-Term Tax-Exempt Bond ETF

92 hedge funds and large institutions have $192M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
32
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$179K -$2K -20 -1%
GFPC
77
Global Financial Private Client
Florida
$123K
FMP
78
Financial Management Professionals
Texas
$70K
AWM
79
Avior Wealth Management
Nebraska
$50K
RIL
80
Rothschild Investment LLC
Illinois
$50K
FFA
81
Farther Finance Advisors
California
$49.8K
AFS
82
Annapolis Financial Services
Maryland
$42.3K +$15.5K +155 +58%
UBS Group
83
UBS Group
Switzerland
$36.1K -$18.9K -189 -34%
HI
84
Harbour Investments
Wisconsin
$25K
IA
85
IFP Advisors
Florida
$25K +$25K +250 New
CC
86
Cultivar Capital
Texas
$24K +$24K +240 New
BFEC
87
Benjamin F. Edwards & Company
Missouri
$21K +$200 +2 +1%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$20K
CA
89
Clearstead Advisors
Ohio
$13.8K
CFO
90
CVA Family Office
Colorado
$11.1K +$11.1K +111 New
S
91
SignatureFD
Georgia
$10K +$10K +100 New
Morgan Stanley
92
Morgan Stanley
New York
$7.61K
SPP
93
Single Point Partners
Massachusetts
-$993K -9,864 Closed
FF
94
Francis Financial
-$463K -4,599 Closed
HSA
95
HBK Sorce Advisory
Pennsylvania
-$457K -4,539 Closed
FTUS
96
Flow Traders U.S.
New York
-$376K -3,737 Closed
RJT
97
Raymond James Trust
Florida
-$312K -3,096 Closed
EWM
98
Empirical Wealth Management
Washington
-$227K -2,258 Closed
AA
99
Ancora Advisors
Ohio
-$35K -348 Closed