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Vanguard Short-Term Tax-Exempt Bond ETF

278 hedge funds and large institutions have $819M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

164% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 50

16% more funds holding

Funds holding: 239278 (+39)

5% more capital invested

Capital invested by funds: $782M → $819M (+$37M)

4.22% less ownership

Funds ownership: 51.17%46.95% (-4.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
278
Holders Change
+39
Holders Change %
+16.32%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
51
Increased
132
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
176
Symmetry Partners
Connecticut
$465K +$56.4K +553 +14%
EIA
177
Eldridge Investment Advisors
New Hampshire
$464K +$10.2K +100 +2%
SA
178
Sanctuary Advisors
Indiana
$452K +$109K +1,072 +32%
SFA
179
Sequoia Financial Advisors
Ohio
$442K +$48K +471 +12%
XF
180
XML Financial
Maryland
$431K -$128K -1,253 -23%
Cerity Partners
181
Cerity Partners
New York
$423K -$18.3K -179 -4%
MGW
182
MB Generational Wealth
Washington
$420K +$105K +1,032 +33%
CW
183
CreativeOne Wealth
Kansas
$405K +$408K +4,005 New
SPA
184
Sound Portfolio Advisors
Connecticut
$405K +$408K +4,000 New
EFP
185
Elser Financial Planning
Indiana
$399K
CFA
186
Capstone Financial Advisors
Illinois
$397K +$400K +3,921 New
EC
187
Elequin Capital
New York
$393K +$396K +3,886 New
SWM
188
SigFig Wealth Management
California
$393K +$53.4K +524 +16%
DFP
189
Donalies Financial Planning
District of Columbia
$379K +$382K +3,746 New
BMCM
190
Bryn Mawr Capital Management
Pennsylvania
$372K +$19.9K +195 +6%
SF
191
Summit Financial
New Jersey
$368K +$1.73K +17 +0.5%
KPWS
192
Kestra Private Wealth Services
Texas
$365K +$52.4K +514 +17%
AWE
193
Avidian Wealth Enterprises
Texas
$363K -$102K -1,000 -22%
MPW
194
Magnolia Private Wealth
Pennsylvania
$359K +$97.9K +960 +37%
EPP
195
ETF Portfolio Partners
Kansas
$353K
NW
196
NewEdge Wealth
Pennsylvania
$337K +$340K +3,335 New
BH
197
Burk Holdings
Oklahoma
$324K +$327K +3,203 New
GAMC
198
Garner Asset Management Corp
Texas
$324K
IFG
199
Independent Financial Group
California
$319K +$20.4K +200 +7%
FAI
200
Fiduciary Advisors Inc
Missouri
$311K +$22K +216 +8%