VTES icon

Vanguard Short-Term Tax-Exempt Bond ETF

135 hedge funds and large institutions have $261M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+35
Holders Change %
+35%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
49
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
76
Lakewood Asset Management
Illinois
$469K -$16.7K -167 -3%
CFO
77
CVA Family Office
Colorado
$451K +$242K +2,415 +116%
BPA
78
Beacon Pointe Advisors
California
$450K
EIA
79
Eldridge Investment Advisors
New Hampshire
$444K
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$441K +$18.9K +189 +4%
UBS Group
81
UBS Group
Switzerland
$432K +$2.51K +25 +0.6%
FTUS
82
Flow Traders U.S.
New York
$416K -$1.7M -16,923 -80%
PSCM
83
Per Stirling Capital Management
Texas
$399K +$399K +3,985 New
KAS
84
Kestra Advisory Services
Texas
$385K +$385K +3,845 New
ECG
85
Edge Capital Group
Georgia
$372K +$372K +3,712 New
TWA
86
Trellis Wealth Advisors
California
$367K +$2.51K +25 +0.7%
OIA
87
OneDigital Investment Advisors
Kansas
$357K -$56.6K -565 -14%
MML Investors Services
88
MML Investors Services
Massachusetts
$354K +$41.9K +418 +13%
Osaic Holdings
89
Osaic Holdings
Arizona
$347K +$26.2K +261 +8%
ME
90
McIlrath & Eck
Washington
$338K +$212K +2,111 +167%
MSFS
91
Main Street Financial Solutions
Pennsylvania
$324K +$12.9K +129 +4%
Truist Financial
92
Truist Financial
North Carolina
$322K +$322K +3,207 New
VWA
93
VSM Wealth Advisory
Maryland
$317K +$317K +3,159 New
Lido Advisors
94
Lido Advisors
California
$300K +$300K +2,993 New
CWA
95
Core Wealth Advisors
Florida
$298K +$298K +2,975 New
MW
96
Maia Wealth
Colorado
$294K +$294K +2,916 New
SNWA
97
Siligmueller & Norvid Wealth Advisors
Illinois
$293K +$293K +2,920 New
AWE
98
Avidian Wealth Enterprises
Texas
$285K +$285K +2,847 New
CIA
99
Concurrent Investment Advisors
Florida
$283K +$6.82K +68 +2%
AF
100
Allworth Financial
California
$270K +$270K +2,684 New