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Vanguard Short-Term Tax-Exempt Bond ETF

33 hedge funds and large institutions have $102M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
14
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFAG
1
Wescott Financial Advisory Group
Pennsylvania
$45M 455,700 +14,170 +3%
Jane Street
2
Jane Street
New York
$25.2M 255,151 +84,511 +50%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.69M 67,816 +67,776 +169,440%
LFA
4
Landmark Financial Advisors
Kentucky
$4.72M 47,786 +4,700 +11%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.45M 34,500 +34,500 New
CISOA
6
Capital Investment Services of America
Wisconsin
$2.98M 30,200 +5,000 +20%
BHWM
7
Beaird Harris Wealth Management
Texas
$2.8M 28,412 +28,412 New
RFP
8
RCS Financial Planning
Maryland
$1.01M 10,195 +10,195 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$952K 9,648 +9,648 New
RFG
10
RFP Financial Group
Georgia
$875K 8,863 -36,725 -81%
WIC
11
Whitegate Investment Counselors
New Hampshire
$774K 7,845 +7,845 New
FF
12
Francis Financial
$700K 7,095 +665 +10%
WG
13
Watchman Group
Texas
$694K 7,036 +111 +2%
SOAG
14
Silver Oak Advisory Group
Oregon
$693K 7,028 +7,028 New
OMC
15
Old Mission Capital
Illinois
$610K 6,180 +6,180 New
PAG
16
Private Advisor Group
New Jersey
$571K 5,783 +1,753 +43%
RJT
17
Raymond James Trust
Florida
$470K 4,763 -7,665 -62%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$452K 4,577 +4,577 New
WP
19
WealthShield Partners
North Carolina
$434K 4,395 +4,395 New
SFP
20
Sterling Financial Planning
New Jersey
$398K 4,035 +1,040 +35%
SSW
21
Stone Summit Wealth
Florida
$390K 3,953 +1,373 +53%
Walleye Capital
22
Walleye Capital
New York
$388K 3,935 +3,935 New
ML
23
Mayport LLC
Massachusetts
$372K 3,770 +3,770 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$360K 3,643 +18 +0.5%
FCM
25
Firestone Capital Management
Florida
$285K 2,888 +503 +21%