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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
AF
151
Allworth Financial
California
$448K +$148K +1,453 +49%
P
152
&Partners
Tennessee
$446K +$446K +4,390 New
Cerity Partners
153
Cerity Partners
New York
$443K +$443K +4,362 New
GRP
154
Global Retirement Partners
California
$437K +$356K +3,503 +438%
SP
155
Symmetry Partners
Connecticut
$410K +$410K +4,040 New
SLWM
156
Stone Loft Wealth Management
Pennsylvania
$402K +$402K +3,954 New
EFP
157
Elser Financial Planning
Indiana
$401K +$186K +1,828 +86%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$397K +$397K +3,909 New
SFA
159
Sequoia Financial Advisors
Ohio
$396K +$165K +1,623 +71%
EH
160
Equitable Holdings
New York
$391K +$391K +3,850 New
PCM
161
Pennsylvania Capital Management
Pennsylvania
$387K +$387K +3,812 New
HWMG
162
Hurlow Wealth Management Group
Indiana
$380K +$74.3K +732 +24%
CFO
163
CVA Family Office
Colorado
$377K +$21.5K +212 +6%
SFG
164
SNS Financial Group
Minnesota
$370K +$50.9K +501 +16%
SF
165
Summit Financial
New Jersey
$368K +$368K +3,626 New
ME
166
McIlrath & Eck
Washington
$365K +$57.6K +567 +19%
EPP
167
ETF Portfolio Partners
Kansas
$354K -$152K -1,500 -30%
BMCM
168
Bryn Mawr Capital Management
Pennsylvania
$354K
VFG
169
Valley Financial Group
Pennsylvania
$345K +$66.3K +653 +24%
SA
170
Sanctuary Advisors
Indiana
$345K +$61K +601 +22%
SWM
171
SigFig Wealth Management
California
$341K +$15K +148 +5%
SPW
172
Surience Private Wealth
Washington
$340K +$340K +3,352 New
TWA
173
Trellis Wealth Advisors
California
$333K
BWP
174
Burling Wealth Partners
Illinois
$327K -$12.2K -120 -4%
GAMC
175
Garner Asset Management Corp
Texas
$325K +$325K +3,200 New