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Vanguard Short-Term Tax-Exempt Bond ETF

186 hedge funds and large institutions have $602M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+32
Holders Change %
+20.78%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
47
Increased
73
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MW
126
Maia Wealth
Colorado
$355K +$48.9K +484 +16%
CFO
127
CVA Family Office
Colorado
$354K
FFA
128
Farther Finance Advisors
California
$353K +$302K +2,997 +599%
TWA
129
Trellis Wealth Advisors
California
$353K -$17.9K -177 -5%
BMCM
130
Bryn Mawr Capital Management
Pennsylvania
$352K +$352K +3,483 New
FIA
131
Foundations Investment Advisors
Arizona
$348K
XF
132
XML Financial
Maryland
$345K +$345K +3,415 New
ERIC
133
Eagle Rock Investment Company
Georgia
$343K -$10.1K -100 -3%
Stifel Financial
134
Stifel Financial
Missouri
$337K +$337K +3,336 New
TPF
135
Tribridge Partners Financial
Maryland
$320K +$320K +3,173 New
WJA
136
Willis Johnson & Associates
Texas
$316K +$316K +3,130 New
Osaic Holdings
137
Osaic Holdings
Arizona
$315K -$1.87M -18,610 -86%
AWM
138
Avaii Wealth Management
Wisconsin
$312K +$56.8K +563 +22%
Betterment LLC
139
Betterment LLC
New York
$307K +$307K +3,044 New
MF
140
Midwestern Financial
Iowa
$295K +$295K +2,925 New
ME
141
McIlrath & Eck
Washington
$295K -$73.5K -728 -20%
BCI
142
Brinker Capital Investments
Pennsylvania
$292K -$341K -3,378 -54%
RFP
143
Root Financial Partners
California
$283K +$283K +2,805 New
JWA
144
JFS Wealth Advisors
Pennsylvania
$278K
WKWM
145
Walter & Keenan Wealth Management
Indiana
$278K +$278K +2,750 New
HH
146
Hilltop Holdings
Texas
$276K -$31.1K -308 -10%
CIA
147
Concurrent Investment Advisors
Florida
$275K -$10.1K -100 -4%
AF
148
Allworth Financial
California
$273K +$1.01K +10 +0.4%
Mariner
149
Mariner
Kansas
$273K +$273K +2,702 New
BWP
150
Burling Wealth Partners
Illinois
$271K +$271K +2,689 New