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Vanguard Short-Term Tax-Exempt Bond ETF

278 hedge funds and large institutions have $819M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

164% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 50

16% more funds holding

Funds holding: 239278 (+39)

5% more capital invested

Capital invested by funds: $782M → $819M (+$37M)

4.22% less ownership

Funds ownership: 51.17%46.95% (-4.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
278
Holders Change
+39
Holders Change %
+16.32%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
51
Increased
132
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.11M
BRPW
102
Ballast Rock Private Wealth
South Carolina
$1.11M +$408 +4 +0%
MML Investors Services
103
MML Investors Services
Massachusetts
$1.09M +$433K +4,246 +65%
AIM
104
Alhambra Investment Management
Florida
$1.09M
Luther King Capital Management (LKCM)
105
Luther King Capital Management (LKCM)
Texas
$1.09M
SA
106
Sunesis Advisors
Kansas
$1.08M
PCI
107
Planning Center Inc
Illinois
$1.08M
William Blair & Company
108
William Blair & Company
Illinois
$1.04M -$57.3K -562 -5%
FTUS
109
Flow Traders U.S.
New York
$980K +$988K +9,685 New
Betterment LLC
110
Betterment LLC
New York
$949K +$135K +1,327 +16%
MWM
111
Modern Wealth Management
Kansas
$947K -$826K -8,102 -46%
SL
112
Sentinus LLC
Illinois
$946K
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$933K -$7.14K -70 -0.8%
BAG
114
Bridgewealth Advisory Group
California
$924K -$4.79K -47 -0.5%
UA
115
URS Advisory
Florida
$920K +$165K +1,613 +22%
CFO
116
CVA Family Office
Colorado
$914K +$542K +5,319 +143%
BC
117
Burney Company
Virginia
$907K -$335K -3,284 -27%
TAWM
118
Three Arch Wealth Management
California
$877K +$4.08K +40 +0.5%
CIA
119
Concurrent Investment Advisors
Florida
$871K -$14.9K -146 -2%
SLWM
120
Stone Loft Wealth Management
Pennsylvania
$860K +$464K +4,546 +115%
GWA
121
Gutierrez Wealth Advisory
Arkansas
$843K +$3.16K +31 +0.4%
HIP
122
HUB Investment Partners
Texas
$833K +$361K +3,538 +75%
SAI
123
Savvy Advisors Inc
New York
$819K +$20.9K +205 +3%
ESB
124
Essex Savings Bank
Connecticut
$811K +$563K +5,525 +222%
CPC
125
Congress Park Capital
New York
$809K +$306K +3,000 +60%