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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 %
SWM
151
SigFig Wealth Management
California
$271K +$271K +2,681 New
ESB
152
Essex Savings Bank
Connecticut
$251K
RDFA
153
Ritter Daniher Financial Advisory
Ohio
$247K
LWM
154
Lodestone Wealth Management
Washington
$247K +$247K +2,450 New
LFA
155
Level Financial Advisors
New York
$231K
BFO
156
Boston Family Office
Massachusetts
$227K +$227K +2,250 New
CWG
157
Cornerstone Wealth Group
North Carolina
$227K +$227K +2,249 New
First Manhattan
158
First Manhattan
New York
$226K +$226K +2,240 New
VFG
159
Valley Financial Group
Pennsylvania
$222K
RWM
160
Rialto Wealth Management
New York
$221K +$2.42K +24 +1%
FGA
161
Fortis Group Advisors
New Jersey
$216K +$216K +2,132 New
APC
162
Asset Planning Corporation
Tennessee
$215K +$215K +2,133 New
SCM
163
SCS Capital Management
Massachusetts
$210K -$69.8K -692 -25%
PP
164
PDS Planning
Ohio
$205K +$205K +2,035 New
BA
165
Bristlecone Advisors
Washington
$202K +$202K +2,001 New
BAM
166
BOS Asset Management
Illinois
$201K +$201K +1,990 New
HI
167
Harbour Investments
Wisconsin
$170K +$49.3K +488 +41%
VWM
168
Vermillion Wealth Management
Minnesota
$156K +$1.11K +11 +0.7%
AWM
169
Accredited Wealth Management
Kentucky
$135K -$2.52K -25 -2%
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$131K +$111K +1,098 +549%
PWA
171
Principia Wealth Advisory
Texas
$95K
CMBA
172
C.M. Bidwell & Associates
Hawaii
$94.1K +$51.4K +509 +120%
HDIM
173
Hanson & Doremus Investment Management
Vermont
$83K +$83K +821 New
FMP
174
Financial Management Professionals
Texas
$70.7K
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$67.6K -$4.24K -42 -6%