VTES icon

Vanguard Short-Term Tax-Exempt Bond ETF

187 hedge funds and large institutions have $577M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
76
SwitchPoint Financial Planning
Utah
$1.2M
AIC
77
Allodium Investment Consultants
Minnesota
$1.16M
Citadel Advisors
78
Citadel Advisors
Florida
$1.12M
William Blair & Company
79
William Blair & Company
Illinois
$1.11M
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$1.09M
KPWS
81
Kestra Private Wealth Services
Texas
$1.09M
PCA
82
Prosperity Capital Advisors
Ohio
$1.08M
PCI
83
Planning Center Inc
Illinois
$1.08M
BAG
84
Bridgewealth Advisory Group
California
$977K
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$946K
FHA
86
Flagship Harbor Advisors
Massachusetts
$943K
SAI
87
Savvy Advisors Inc
New York
$938K
BFM
88
Boothbay Fund Management
New York
$934K
EWA
89
EverSource Wealth Advisors
Alabama
$904K
SNWA
90
Siligmueller & Norvid Wealth Advisors
Illinois
$875K
PWS
91
Physician Wealth Solutions
Nevada
$821K
HL
92
HeadInvest LLC
Maine
$801K
AIM
93
Alhambra Investment Management
Florida
$787K
PFA
94
Pillar Financial Advisors
Kentucky
$758K
WA
95
Waverly Advisors
Alabama
$735K
AWM
96
Avior Wealth Management
Nebraska
$726K
RFP
97
RCS Financial Planning
Maryland
$705K
EFP
98
EnRich Financial Partners
Wisconsin
$702K
BA
99
Bridgewater Advisors
New York
$688K
JSA
100
Jacobson & Schmitt Advisors
Wisconsin
$687K