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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
AA
201
Alesco Advisors
New York
$238K +$238K +2,340 New
EFS
202
Essex Financial Services
Connecticut
$238K
WETS
203
Wealth Enhancement Trust Services
South Dakota
$237K +$237K +2,336 New
LFA
204
Level Financial Advisors
New York
$233K
FPI
205
Financial Plan Inc
Washington
$231K +$231K +2,275 New
BFO
206
Boston Family Office
Massachusetts
$229K
CWG
207
Cornerstone Wealth Group
North Carolina
$228K
WTA
208
Washington Trust Advisors
Massachusetts
$225K +$1.52K +15 +0.7%
BRWA
209
B. Riley Wealth Advisors
Florida
$224K +$224K +2,206 New
SWM
210
SeaCrest Wealth Management
New York
$219K +$218K +2,148 New
PFA
211
Portland Financial Advisors
New York
$205K +$205K +2,017 New
LPP
212
Life Planning Partners
Florida
$203K -$61.2K -603 -23%
BAM
213
BOS Asset Management
Illinois
$202K
CWAF
214
Core Wealth Advisors (Florida)
Florida
$201K
WS
215
Wedbush Securities
California
$201K
JWA
216
JFS Wealth Advisors
Pennsylvania
$201K -$102 -1 -0.1%
MIAS
217
Mason Investment Advisory Services
Virginia
$200K +$200K +1,970 New
RIL
218
Rothschild Investment LLC
Illinois
$168K +$41.2K +406 +32%
GK
219
Graney & King
New York
$159K +$119K +1,173 +295%
JP Morgan Chase
220
JP Morgan Chase
New York
$155K +$101K +993 +188%
HDIM
221
Hanson & Doremus Investment Management
Vermont
$150K +$1.22K +12 +0.8%
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$132K
PWA
223
Principia Wealth Advisory
Texas
$95.6K
SEP
224
Signature Equity Partners
Ohio
$90.6K +$90.5K +891 New
FMP
225
Financial Management Professionals
Texas
$71.1K