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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
MF
126
Manuka Financial
Virginia
$623K +$623K +6,131 New
DAM
127
Directional Asset Management
Illinois
$607K +$607K +5,977 New
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$597K -$123K -1,211 -17%
FHC
129
First Heartland Consultants
Missouri
$566K +$18.6K +183 +3%
XF
130
XML Financial
Maryland
$561K +$214K +2,104 +62%
HighTower Advisors
131
HighTower Advisors
Illinois
$560K +$342K +3,367 +157%
Mariner
132
Mariner
Kansas
$557K -$123K -1,216 -18%
CBT
133
Crews Bank & Trust
Florida
$554K -$10.2K -100 -2%
SSW
134
Stone Summit Wealth
Florida
$544K +$153K +1,509 +39%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$532K +$532K +5,238 New
MSFS
136
Main Street Financial Solutions
Pennsylvania
$526K +$77.2K +760 +17%
KAS
137
Kestra Advisory Services
Texas
$525K +$508 +5 +0.1%
LKBC
138
L.K. Benson & Company
Maryland
$522K +$8.43K +83 +2%
HI
139
Harbour Investments
Wisconsin
$520K +$93.6K +922 +22%
QFPS
140
Quantum Financial Planning Services
Washington
$516K
MF
141
Montis Financial
Massachusetts
$514K +$61.6K +607 +14%
CPC
142
Congress Park Capital
New York
$508K +$508K +5,000 New
PSB
143
Piscataqua Savings Bank
New Hampshire
$508K +$102K +1,000 +25%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$502K +$1.52K +15 +0.3%
CA
145
CoreCap Advisors
Michigan
$488K +$2.54K +25 +0.5%
HIP
146
HUB Investment Partners
Texas
$477K +$477K +4,698 New
OA
147
Oxbow Advisors
Texas
$474K -$70.1K -690 -13%
MWM
148
Meridian Wealth Management
Kentucky
$467K +$467K +4,600 New
AWE
149
Avidian Wealth Enterprises
Texas
$466K +$203 +2 +0%
EIA
150
Eldridge Investment Advisors
New Hampshire
$457K