VTES icon

Vanguard Short-Term Tax-Exempt Bond ETF

76 hedge funds and large institutions have $153M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 15 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% 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
17
Increased
34
Reduced
12
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFAG
1
Wescott Financial Advisory Group
Pennsylvania
$54.3M 539,357 +58,313 +12%
BHWM
2
Beaird Harris Wealth Management
Texas
$18.4M 182,318 -872 -0.5%
CISOA
3
Capital Investment Services of America
Wisconsin
$8.09M 80,350 +14,500 +22%
Bank of America
4
Bank of America
North Carolina
$7.17M 71,193 +24,349 +52%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$7.1M 70,531 +70,531 New
RJA
6
Raymond James & Associates
Florida
$4.91M 48,793 +1,174 +2%
SCA
7
Stonebridge Capital Advisors
Minnesota
$3.8M 37,740 +37,740 New
DPI
8
Diversified Portfolios Inc
Michigan
$3.78M 37,495 +17,096 +84%
KC
9
Kades & Cheifetz
Pennsylvania
$3.77M 37,424 +17,906 +92%
WIC
10
Whitegate Investment Counselors
New Hampshire
$2.68M 26,580 +2,835 +12%
EAM
11
Evanson Asset Management
California
$2.53M 25,091 +20,191 +412%
SFP
12
Sterling Financial Planning
New Jersey
$2.18M 21,691 +4,227 +24%
FCM
13
Firestone Capital Management
Florida
$1.79M 17,739 +1,047 +6%
SOAG
14
Silver Oak Advisory Group
Oregon
$1.72M 17,119 +1,201 +8%
ML
15
Mayport LLC
Massachusetts
$1.66M 16,530 +8,610 +109%
GL
16
Graypoint LLC
New York
$1.65M 16,400 +16,400 New
Jane Street
17
Jane Street
New York
$1.58M 15,680 -930,347 -98%
Financial Engines Advisors
18
Financial Engines Advisors
California
$1.4M 13,890 +330 +2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.28M 12,707 +4,198 +49%
SA
20
Sunesis Advisors
Kansas
$1.21M 11,984
PCI
21
Planning Center Inc
Illinois
$1.12M 11,127 -20,875 -65%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.07M 10,646 +2,921 +38%
HTC
23
Haverford Trust Company
Pennsylvania
$1.06M 10,500 +10,500 New
EIA
24
Eldridge Investment Advisors
New Hampshire
$1.05M 10,462 +50 +0.5%
SPP
25
Single Point Partners
Massachusetts
$993K 9,864 +207 +2%