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Vanguard Short-Term Tax-Exempt Bond ETF

154 hedge funds and large institutions have $342M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+19
Holders Change %
+14.07%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
78
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$388K +$1.11K +11 +0.3%
Cerity Partners
102
Cerity Partners
New York
$381K +$381K +3,794 New
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$378K +$378K +3,761 New
TWA
104
Trellis Wealth Advisors
California
$369K +$1.21K +12 +0.3%
ME
105
McIlrath & Eck
Washington
$367K +$27.7K +276 +8%
BPA
106
Beacon Pointe Advisors
California
$364K -$87.5K -871 -19%
CFO
107
CVA Family Office
Colorado
$352K -$100K -997 -22%
ERIC
108
Eagle Rock Investment Company
Georgia
$352K +$352K +3,500 New
VWA
109
VSM Wealth Advisory
Maryland
$351K +$33.7K +335 +11%
FIA
110
Foundations Investment Advisors
Arizona
$346K +$346K +3,447 New
AWE
111
Avidian Wealth Enterprises
Texas
$336K +$50K +497 +17%
HH
112
Hilltop Holdings
Texas
$306K +$306K +3,043 New
MW
113
Maia Wealth
Colorado
$302K +$11.3K +113 +4%
SNWA
114
Siligmueller & Norvid Wealth Advisors
Illinois
$293K
CIA
115
Concurrent Investment Advisors
Florida
$284K
SCM
116
SCS Capital Management
Massachusetts
$279K +$279K +2,772 New
JWA
117
JFS Wealth Advisors
Pennsylvania
$277K -$201K -2,000 -42%
AF
118
Allworth Financial
California
$269K +$1.1K +11 +0.4%
BC
119
Burney Company
Virginia
$268K +$268K +2,662 New
BWM
120
Brown Wealth Management
Illinois
$266K +$101 +1 +0%
AWM
121
Avaii Wealth Management
Wisconsin
$254K -$15.9K -158 -6%
ESB
122
Essex Savings Bank
Connecticut
$250K
RDFA
123
Ritter Daniher Financial Advisory
Ohio
$246K
HighTower Advisors
124
HighTower Advisors
Illinois
$245K +$38.8K +386 +19%
MWM
125
Modern Wealth Management
Kansas
$244K +$244K +2,425 New