VTES icon

Vanguard Short-Term Tax-Exempt Bond ETF

154 hedge funds and large institutions have $342M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+19
Holders Change %
+14.07%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
78
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
76
Orion Portfolio Solutions
Nebraska
$630K +$630K +6,270 New
BCI
77
Brinker Capital Investments
Pennsylvania
$630K +$630K +6,270 New
PSCM
78
Per Stirling Capital Management
Texas
$622K +$222K +2,205 +55%
AWM
79
Avior Wealth Management
Nebraska
$612K +$562K +5,590 +1,118%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$611K +$611K +6,080 New
NA
81
NewEdge Advisors
Louisiana
$597K +$331K +3,291 +124%
EC
82
Eaton-Cambridge
Arizona
$574K +$574K +5,715 New
WA
83
Waverly Advisors
Alabama
$569K -$7.54K -75 -1%
CBT
84
Crews Bank & Trust
Florida
$558K
OA
85
Oxbow Advisors
Texas
$538K -$26.3K -262 -5%
CA
86
Clearstead Advisors
Ohio
$534K +$517K +5,141 +2,938%
IWS
87
Integrity Wealth Solutions
Colorado
$531K +$282K +2,810 +113%
Creative Planning
88
Creative Planning
Kansas
$505K +$505K +5,027 New
LKBC
89
L.K. Benson & Company
Maryland
$504K +$302 +3 +0.1%
LAM
90
Lakewood Asset Management
Illinois
$490K +$19.8K +197 +4%
AIM
91
Alhambra Investment Management
Florida
$482K
CA
92
CoreCap Advisors
Michigan
$475K +$475K +4,721 New
EIA
93
Eldridge Investment Advisors
New Hampshire
$469K +$25.1K +250 +6%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$450K +$8.24K +82 +2%
MF
95
Montis Financial
Massachusetts
$448K +$448K +4,456 New
MSFS
96
Main Street Financial Solutions
Pennsylvania
$447K +$122K +1,218 +38%
SSW
97
Stone Summit Wealth
Florida
$436K -$134K -1,333 -23%
Truist Financial
98
Truist Financial
North Carolina
$405K +$82.9K +825 +26%
CWA
99
Core Wealth Advisors
Florida
$399K +$99.9K +994 +33%
OIA
100
OneDigital Investment Advisors
Kansas
$389K +$31.9K +317 +9%