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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 %
LFA
126
Level Financial Advisors
New York
$230K
DDPIC
127
Deroy & Devereaux Private Investment Counsel
Michigan
$229K
VFG
128
Valley Financial Group
Pennsylvania
$221K +$7.34K +73 +3%
RWM
129
Rialto Wealth Management
New York
$218K
TC
130
TownSquare Capital
Utah
$216K +$101 +1 +0%
TFF
131
The Family Firm
Maryland
$207K +$1.01K +10 +0.5%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$180K +$142K +1,414 +378%
SFG
133
Stonebridge Financial Group
Pennsylvania
$158K +$158K +1,576 New
VWM
134
Vermillion Wealth Management
Minnesota
$154K +$704 +7 +0.5%
CCM
135
Coldstream Capital Management
Washington
$148K +$148K +1,475 New
CWC
136
Carolinas Wealth Consulting
North Carolina
$148K +$704 +7 +0.5%
AWM
137
Accredited Wealth Management
Kentucky
$137K +$113K +1,125 +479%
GFPC
138
Global Financial Private Client
Florida
$124K
HI
139
Harbour Investments
Wisconsin
$121K +$24.1K +240 +25%
PWA
140
Principia Wealth Advisory
Texas
$93.7K +$93.7K +941 New
Morgan Stanley
141
Morgan Stanley
New York
$83K +$75.4K +750 +987%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$71.7K -$99.9K -993 -58%
FMP
143
Financial Management Professionals
Texas
$70.4K
GK
144
Graney & King
New York
$56K +$56K +557 New
EC
145
Elequin Capital
New York
$50.5K -$59.7K -594 -54%
RIL
146
Rothschild Investment LLC
Illinois
$50.3K
FFA
147
Farther Finance Advisors
California
$50.2K
CMBA
148
C.M. Bidwell & Associates
Hawaii
$42.5K -$142K -1,408 -77%
GC
149
Garde Capital
Washington
$40.7K +$40.7K +405 New
MCM
150
MAI Capital Management
Ohio
$30.1K