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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
BAG
101
Bridgewealth Advisory Group
California
$933K -$60.9K -600 -6%
PSCM
102
Per Stirling Capital Management
Texas
$925K +$286K +2,816 +45%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$911K +$89.3K +879 +11%
CIA
104
Concurrent Investment Advisors
Florida
$890K +$77.2K +760 +10%
TAWM
105
Three Arch Wealth Management
California
$877K +$877K +8,636 New
GWA
106
Gutierrez Wealth Advisory
Arkansas
$844K -$728K -7,167 -46%
Betterment LLC
107
Betterment LLC
New York
$818K +$37.2K +366 +5%
HL
108
HeadInvest LLC
Maine
$806K
SAI
109
Savvy Advisors Inc
New York
$802K -$142K -1,400 -15%
QCM
110
Quantinno Capital Management
New York
$763K +$513K +5,050 +205%
UA
111
URS Advisory
Florida
$760K +$760K +7,480 New
FFA
112
Fortune Financial Advisors
Kansas
$718K +$270K +2,658 +60%
RIM
113
Rockbridge Investment Management
New York
$717K +$259K +2,553 +57%
RFP
114
RCS Financial Planning
Maryland
$710K
EFP
115
EnRich Financial Partners
Wisconsin
$699K -$2.34K -23 -0.3%
BA
116
Bridgewater Advisors
New York
$693K
TWM
117
Thrive Wealth Management
Pennsylvania
$685K
AIA
118
Arbor Investment Advisors
North Carolina
$675K +$675K +6,644 New
ERIC
119
Eagle Rock Investment Company
Georgia
$673K -$113K -1,109 -14%
VWA
120
VSM Wealth Advisory
Maryland
$672K +$46.1K +454 +7%
MML Investors Services
121
MML Investors Services
Massachusetts
$667K +$171K +1,680 +34%
CFM
122
Cornerstone Financial Management
Massachusetts
$665K +$665K +6,545 New
IWS
123
Integrity Wealth Solutions
Colorado
$656K +$2.54K +25 +0.4%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$655K +$655K +6,448 New
CFD
125
Creative Financial Designs
Indiana
$637K -$3.18M -31,349 -83%