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Vanguard Short-Term Tax-Exempt Bond ETF

239 hedge funds and large institutions have $782M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 12

243% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 206239 (+33)

15% more capital invested

Capital invested by funds: $680M → $782M (+$102M)

0.09% more ownership

Funds ownership: 51.08%51.17% (+0.09%)

Holders
239
Holders Change
+33
Holders Change %
+16.02%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
50
Increased
120
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$1.52M +$104K +1,027 +7%
SPP
77
Single Point Partners
Massachusetts
$1.48M +$72.1K +710 +5%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.47M +$609 +6 +0%
CPA
79
Cardiff Park Advisors
California
$1.43M +$305 +3 +0%
PCA
80
Prosperity Capital Advisors
Ohio
$1.42M +$140K +1,375 +11%
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$1.42M
AAP
82
Arax Advisory Partners
Colorado
$1.41M +$1.41M +13,925 New
OIA
83
OneDigital Investment Advisors
Kansas
$1.41M +$34.4K +339 +2%
IIA
84
Integrity Investment Advisors
Colorado
$1.4M +$64.6K +636 +5%
BC
85
Burney Company
Virginia
$1.24M +$110K +1,086 +10%
SFP
86
SwitchPoint Financial Planning
Utah
$1.2M -$10.3K -101 -0.8%
FHA
87
Flagship Harbor Advisors
Massachusetts
$1.13M +$184K +1,816 +19%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$1.12M -$2.54K -25 -0.2%
BRPW
89
Ballast Rock Private Wealth
South Carolina
$1.11M +$1.11M +10,969 New
William Blair & Company
90
William Blair & Company
Illinois
$1.1M +$192K +1,895 +21%
AIM
91
Alhambra Investment Management
Florida
$1.1M
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$1.1M
SA
93
Sunesis Advisors
Kansas
$1.08M
PCI
94
Planning Center Inc
Illinois
$1.08M
TC
95
TAGStone Capital
North Carolina
$1.05M -$77.7K -765 -7%
TPF
96
Tribridge Partners Financial
Maryland
$1.03M +$235K +2,318 +30%
PFA
97
Pillar Financial Advisors
Kentucky
$985K +$120K +1,177 +14%
WA
98
Waverly Advisors
Alabama
$969K -$3.86K -38 -0.4%
SL
99
Sentinus LLC
Illinois
$950K +$950K +9,357 New
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$944K -$590K -5,808 -38%