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Vanguard Short-Term Tax-Exempt Bond ETF

186 hedge funds and large institutions have $602M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+32
Holders Change %
+20.78%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
47
Increased
73
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
76
Allodium Investment Consultants
Minnesota
$1.16M +$129K +1,277 +12%
Citadel Advisors
77
Citadel Advisors
Florida
$1.12M +$1.12M +11,116 New
William Blair & Company
78
William Blair & Company
Illinois
$1.11M +$1.11M +11,014 New
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$1.09M -$1.08M
KPWS
80
Kestra Private Wealth Services
Texas
$1.09M -$18.8K -186 -2%
PCI
81
Planning Center Inc
Illinois
$1.08M -$15.6K -155 -1%
BAG
82
Bridgewealth Advisory Group
California
$977K +$977K +9,682 New
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$946K +$333K +3,297 +54%
FHA
84
Flagship Harbor Advisors
Massachusetts
$943K +$943K +9,340 New
SAI
85
Savvy Advisors Inc
New York
$938K
BFM
86
Boothbay Fund Management
New York
$934K +$934K +9,250 New
EWA
87
EverSource Wealth Advisors
Alabama
$904K -$572K -5,667 -39%
SNWA
88
Siligmueller & Norvid Wealth Advisors
Illinois
$875K +$580K +5,745 +197%
PWS
89
Physician Wealth Solutions
Nevada
$821K +$821K +8,130 New
HL
90
HeadInvest LLC
Maine
$801K
AIM
91
Alhambra Investment Management
Florida
$787K +$303K +3,000 +63%
PFA
92
Pillar Financial Advisors
Kentucky
$758K -$51.2K -507 -6%
WA
93
Waverly Advisors
Alabama
$735K +$163K +1,615 +29%
AWM
94
Avior Wealth Management
Nebraska
$726K +$111K +1,100 +18%
RFP
95
RCS Financial Planning
Maryland
$705K -$59.5K -590 -8%
EFP
96
EnRich Financial Partners
Wisconsin
$702K -$3.33K -33 -0.5%
BA
97
Bridgewater Advisors
New York
$688K
JSA
98
Jacobson & Schmitt Advisors
Wisconsin
$687K +$687K +6,807 New
MML Investors Services
99
MML Investors Services
Massachusetts
$666K -$41.4K -410 -6%
IWS
100
Integrity Wealth Solutions
Colorado
$662K +$129K +1,278 +24%