VTES icon

Vanguard Short-Term Tax-Exempt Bond ETF

200 hedge funds and large institutions have $677M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
151
High Net Worth Advisory Group
Florida
$291K
MPW
152
Magnolia Private Wealth
Pennsylvania
$286K
RFP
153
Root Financial Partners
California
$286K
VFG
154
Valley Financial Group
Pennsylvania
$280K
WJA
155
Willis Johnson & Associates
Texas
$271K
MGIA
156
Moneta Group Investment Advisors
Missouri
$271K
WKWM
157
Walter & Keenan Wealth Management
Indiana
$270K
HH
158
Hilltop Holdings
Texas
$268K
LPP
159
Life Planning Partners
Florida
$265K
MWS
160
MFA Wealth Services
California
$264K
ESB
161
Essex Savings Bank
Connecticut
$254K
QCM
162
Quantinno Capital Management
New York
$251K
RDFA
163
Ritter Daniher Financial Advisory
Ohio
$250K
LWM
164
Lodestone Wealth Management
Washington
$250K
FAFN
165
First Affirmative Financial Network
Colorado
$245K
RPGK
166
Retirement Planning Group (Kansas)
Kansas
$242K
FGA
167
Fortis Group Advisors
New Jersey
$239K
EFS
168
Essex Financial Services
Connecticut
$239K
CA
169
CGN Advisors
Kansas
$236K
LFA
170
Level Financial Advisors
New York
$234K
SFA
171
Sequoia Financial Advisors
Ohio
$232K
CWG
172
Cornerstone Wealth Group
North Carolina
$229K
BFO
173
Boston Family Office
Massachusetts
$229K
PP
174
PDS Planning
Ohio
$227K
MGW
175
MB Generational Wealth
Washington
$224K