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Vanguard Short-Term Tax-Exempt Bond ETF

75 hedge funds and large institutions have $234M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+42
Holders Change %
+127.27%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
22
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$95.9M 946,027 +690,876 +271%
WFAG
2
Wescott Financial Advisory Group
Pennsylvania
$48.8M 481,044 +25,344 +6%
BHWM
3
Beaird Harris Wealth Management
Texas
$18.6M 183,190 +154,778 +545%
CISOA
4
Capital Investment Services of America
Wisconsin
$6.68M 65,850 +35,650 +118%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$6.06M 61,500 +27,000 +78%
LFA
6
Landmark Financial Advisors
Kentucky
$5.39M 53,118 +5,332 +11%
RJA
7
Raymond James & Associates
Florida
$4.83M 47,619 +47,619 New
Bank of America
8
Bank of America
North Carolina
$4.75M 46,844 +46,744 +46,744%
FCI
9
Financial Counselors Inc
Kansas
$3.96M 39,025 +39,025 New
PCI
10
Planning Center Inc
Illinois
$3.25M 32,002 +32,002 New
WIC
11
Whitegate Investment Counselors
New Hampshire
$2.41M 23,745 +15,900 +203%
DPI
12
Diversified Portfolios Inc
Michigan
$2.07M 20,399 +20,399 New
KC
13
Kades & Cheifetz
Pennsylvania
$1.98M 19,518 +19,518 New
SFP
14
Sterling Financial Planning
New Jersey
$1.77M 17,464 +13,429 +333%
FCM
15
Firestone Capital Management
Florida
$1.69M 16,692 +13,804 +478%
SOAG
16
Silver Oak Advisory Group
Oregon
$1.61M 15,918 +8,890 +126%
Financial Engines Advisors
17
Financial Engines Advisors
California
$1.38M 13,560 +13,560 New
SA
18
Sunesis Advisors
Kansas
$1.22M 11,984 +11,984 New
EIA
19
Eldridge Investment Advisors
New Hampshire
$1.06M 10,412 +10,412 New
SPP
20
Single Point Partners
Massachusetts
$979K 9,657 +9,657 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$863K 8,509 -1,139 -12%
PAG
22
Private Advisor Group
New Jersey
$849K 8,374 +2,591 +45%
ML
23
Mayport LLC
Massachusetts
$803K 7,920 +4,150 +110%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$783K 7,725 +4,082 +112%
WG
25
Watchman Group
Texas
$746K 7,356 +320 +5%