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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
MF
201
Midwestern Financial
Iowa
$302K +$1.33K +13 +0.4%
TWA
202
Trellis Wealth Advisors
California
$302K -$30.1K -295 -9%
HWA
203
Heartwood Wealth Advisors
Virginia
$301K +$304K +2,980 New
TWM
204
TCFG Wealth Management
California
$299K
TIA
205
TCFG Investment Advisors
California
$299K +$301K +2,956 New
CAG
206
Compass Advisory Group
New York
$298K +$23.8K +233 +9%
AFG
207
Atomi Financial Group
New York
$298K +$301K +2,949 New
Creative Planning
208
Creative Planning
Kansas
$295K +$297K +2,913 New
TIAA Trust, National Association
209
TIAA Trust, National Association
North Carolina
$285K -$28.4M -278,349 -99%
AA
210
Alesco Advisors
New York
$283K +$46.9K +460 +20%
FPI
211
Financial Plan Inc
Washington
$281K +$51.8K +508 +22%
TCIIS
212
TIAA-CREF Individual & Institutional Services
New York
$280K +$283K +2,771 New
WJA
213
Willis Johnson & Associates
Texas
$269K
MGIA
214
Moneta Group Investment Advisors
Missouri
$269K
MA
215
MCF Advisors
Kentucky
$256K
1WA
216
180 Wealth Advisors
Washington
$253K +$255K +2,500 New
ATC
217
Argent Trust Co
Tennessee
$253K +$255K +2,500 New
VT
218
Vise Technologies
New York
$252K
BAM
219
BOS Asset Management
Illinois
$252K +$51.4K +504 +25%
NSIM
220
North Star Investment Management
Illinois
$249K
VP
221
Verum Partners
North Carolina
$249K +$251K +2,457 New
LWM
222
Lodestone Wealth Management
Washington
$248K
RDFA
223
Ritter Daniher Financial Advisory
Ohio
$248K
AFA
224
Amicus Financial Advisors
Texas
$247K +$249K +2,439 New
Baird Financial Group
225
Baird Financial Group
Wisconsin
$244K -$153K -1,496 -38%