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Vanguard Short-Term Tax-Exempt Bond ETF

135 hedge funds and large institutions have $261M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+35
Holders Change %
+35%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
49
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
101
Avaii Wealth Management
Wisconsin
$269K -$27K -269 -9%
NA
102
NewEdge Advisors
Louisiana
$265K +$265K +2,644 New
BWM
103
Brown Wealth Management
Illinois
$265K +$66K +658 +33%
ESB
104
Essex Savings Bank
Connecticut
$250K
IWS
105
Integrity Wealth Solutions
Colorado
$248K -$17.9K -179 -7%
RDFA
106
Ritter Daniher Financial Advisory
Ohio
$246K
LFA
107
Level Financial Advisors
New York
$230K
DDPIC
108
Deroy & Devereaux Private Investment Counsel
Michigan
$229K -$73.3K -730 -24%
RWM
109
Rialto Wealth Management
New York
$218K +$218K +2,170 New
TC
110
TownSquare Capital
Utah
$216K +$216K +2,151 New
VFG
111
Valley Financial Group
Pennsylvania
$214K +$214K +2,130 New
HighTower Advisors
112
HighTower Advisors
Illinois
$206K +$206K +2,051 New
TFF
113
The Family Firm
Maryland
$205K +$2.01K +20 +1%
CMBA
114
C.M. Bidwell & Associates
Hawaii
$184K +$184K +1,831 New
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$171K -$3.96M -39,490 -96%
VWM
116
Vermillion Wealth Management
Minnesota
$153K +$153K +1,526 New
CWC
117
Carolinas Wealth Consulting
North Carolina
$147K +$1.4K +14 +1%
GFPC
118
Global Financial Private Client
Florida
$123K
EC
119
Elequin Capital
New York
$110K +$110K +1,096 New
HI
120
Harbour Investments
Wisconsin
$96.2K +$58.6K +585 +156%
FMP
121
Financial Management Professionals
Texas
$70.2K
US Bancorp
122
US Bancorp
Minnesota
$55.1K +$55.1K +550 New
AWM
123
Avior Wealth Management
Nebraska
$50.1K
FFA
124
Farther Finance Advisors
California
$50.1K
RIL
125
Rothschild Investment LLC
Illinois
$50.1K