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Vanguard Short-Term Tax-Exempt Bond ETF

100 hedge funds and large institutions have $226M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
46
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ESB
76
Essex Savings Bank
Connecticut
$253K +$253K +2,490 New
RDFA
77
Ritter Daniher Financial Advisory
Ohio
$248K
LFA
78
Level Financial Advisors
New York
$232K
CFO
79
CVA Family Office
Colorado
$211K +$200K +1,974 +1,778%
TFF
80
The Family Firm
Maryland
$206K +$1.52K +15 +0.7%
JWA
81
JFS Wealth Advisors
Pennsylvania
$203K +$203K +2,000 New
BWM
82
Brown Wealth Management
Illinois
$201K -$75.2K -741 -27%
RPGK
83
Retirement Planning Group (Kansas)
Kansas
$201K +$201K +1,977 New
CWC
84
Carolinas Wealth Consulting
North Carolina
$147K -$60.4K -596 -29%
ME
85
McIlrath & Eck
Washington
$128K +$128K +1,263 New
GFPC
86
Global Financial Private Client
Florida
$125K
EB
87
Eastern Bank
Massachusetts
$92.1K +$92.1K +908 New
FMP
88
Financial Management Professionals
Texas
$71K
AFS
89
Annapolis Financial Services
Maryland
$56.5K +$13.6K +134 +32%
AWM
90
Avior Wealth Management
Nebraska
$50.7K
FFA
91
Farther Finance Advisors
California
$50.7K
RIL
92
Rothschild Investment LLC
Illinois
$50.7K
HI
93
Harbour Investments
Wisconsin
$38K +$12.7K +125 +50%
CHA
94
Carmichael Hill & Associates
Maryland
$30.3K +$30.3K +299 New
IA
95
IFP Advisors
Florida
$25.4K
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$20.3K
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$18K -$167K -1,617 -90%
CA
98
Clearstead Advisors
Ohio
$17.7K +$3.75K +37 +27%
S
99
SignatureFD
Georgia
$10.1K
Morgan Stanley
100
Morgan Stanley
New York
$7.9K +$103 +1 +1%