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Vanguard Short-Term Tax-Exempt Bond ETF

100 hedge funds and large institutions have $226M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
46
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFAG
1
Wescott Financial Advisory Group
Pennsylvania
$62.6M 617,037 +35,133 +6%
BHWM
2
Beaird Harris Wealth Management
Texas
$17.3M 170,579 -7,189 -4%
Bank of America
3
Bank of America
North Carolina
$12M 118,239 +412 +0.3%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10.1M 99,401 +19,991 +25%
CISOA
5
Capital Investment Services of America
Wisconsin
$9.75M 96,170 +3,600 +4%
SLWA
6
San Luis Wealth Advisors
California
$9.57M 94,370 +25,116 +36%
Jane Street
7
Jane Street
New York
$7.41M 73,066 +57,057 +356%
SCA
8
Stonebridge Capital Advisors
Minnesota
$7.01M 69,147 +6,381 +10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.52M 54,393 +49,827 +1,091%
KC
10
Kades & Cheifetz
Pennsylvania
$4.62M 45,564 +2,346 +5%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$4.18M 41,195 +4,274 +12%
G
12
GenTrust
Florida
$4.11M 40,521 -5,906 -13%
AFG
13
Altiora Financial Group
Ohio
$3.78M 37,260
DPI
14
Diversified Portfolios Inc
Michigan
$3.02M 29,728 -812 -3%
FCM
15
Firestone Capital Management
Florida
$2.93M 28,923 +1,012 +4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.85M 28,131 +11,879 +73%
PP
17
PrairieView Partners
Minnesota
$2.63M 25,909 +22,026 +567%
WIC
18
Whitegate Investment Counselors
New Hampshire
$2.61M 25,705 -105 -0.4%
EAM
19
Evanson Asset Management
California
$2.6M 25,634 +76 +0.3%
ML
20
Mayport LLC
Massachusetts
$2.53M 24,919 +4,286 +21%
FTUS
21
Flow Traders U.S.
New York
$2.14M 21,075 +21,075 New
SFP
22
Sterling Financial Planning
New Jersey
$2.11M 20,785 +1,715 +9%
SOAG
23
Silver Oak Advisory Group
Oregon
$1.98M 19,511 +1,154 +6%
CFD
24
Creative Financial Designs
Indiana
$1.83M 18,065 +3,687 +26%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.82M 17,899 +17,899 New