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Vanguard Short-Term Tax-Exempt Bond ETF

92 hedge funds and large institutions have $192M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
32
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFAG
1
Wescott Financial Advisory Group
Pennsylvania
$58.2M 581,904 +42,547 +8%
BHWM
2
Beaird Harris Wealth Management
Texas
$17.8M 177,768 -4,550 -2%
Bank of America
3
Bank of America
North Carolina
$11.8M 117,827 +46,634 +66%
CISOA
4
Capital Investment Services of America
Wisconsin
$9.26M 92,570 +12,220 +15%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$7.95M 79,410 +8,879 +13%
SLWA
6
San Luis Wealth Advisors
California
$6.93M 69,254 +69,254 New
SCA
7
Stonebridge Capital Advisors
Minnesota
$6.28M 62,766 +25,026 +66%
RJA
8
Raymond James & Associates
Florida
$5.14M 51,379 +2,586 +5%
G
9
GenTrust
Florida
$4.65M 46,427 +46,427 New
KC
10
Kades & Cheifetz
Pennsylvania
$4.32M 43,218 +5,794 +15%
AFG
11
Altiora Financial Group
Ohio
$3.73M 37,260 +37,260 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$3.69M 36,921 +36,921 New
DPI
13
Diversified Portfolios Inc
Michigan
$3.06M 30,540 -6,955 -19%
FCM
14
Firestone Capital Management
Florida
$2.79M 27,911 +10,172 +57%
WIC
15
Whitegate Investment Counselors
New Hampshire
$2.58M 25,810 -770 -3%
EAM
16
Evanson Asset Management
California
$2.56M 25,558 +467 +2%
ML
17
Mayport LLC
Massachusetts
$2.06M 20,633 +4,103 +25%
SFP
18
Sterling Financial Planning
New Jersey
$1.91M 19,070 -2,621 -12%
SOAG
19
Silver Oak Advisory Group
Oregon
$1.84M 18,357 +1,238 +7%
GL
20
Graypoint LLC
New York
$1.64M 16,400
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.63M 16,252 +3,545 +28%
Jane Street
22
Jane Street
New York
$1.6M 16,009 +329 +2%
CFD
23
Creative Financial Designs
Indiana
$1.44M 14,378 +11,251 +360%
MPW
24
MGO Private Wealth
California
$1.34M 13,433 +13,433 New
Financial Engines Advisors
25
Financial Engines Advisors
California
$1.33M 13,334 -556 -4%