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Vanguard Short-Term Tax-Exempt Bond ETF

135 hedge funds and large institutions have $261M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
135
Holders Change
+35
Holders Change %
+35%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
49
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFAG
1
Wescott Financial Advisory Group
Pennsylvania
$63.3M 631,786 +14,749 +2%
Bank of America
2
Bank of America
North Carolina
$14.3M 142,812 +24,573 +21%
BHWM
3
Beaird Harris Wealth Management
Texas
$13M 129,899 -40,680 -24%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$11.2M 111,510 +12,109 +12%
SLWA
5
San Luis Wealth Advisors
California
$10.4M 104,168 +9,798 +10%
SI
6
Seeds Investor
New York
$9.83M 98,034 +98,034 New
CISOA
7
Capital Investment Services of America
Wisconsin
$8.12M 81,020 -15,150 -16%
SCA
8
Stonebridge Capital Advisors
Minnesota
$7.2M 71,813 +2,666 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$5.72M 57,048 +57,048 New
FPAS
10
Focus Partners Advisor Solutions
Missouri
$4.95M 49,383 +49,383 New
G
11
GenTrust
Florida
$4.15M 41,385 +864 +2%
FCM
12
Firestone Capital Management
Florida
$4.13M 41,208 +12,285 +42%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$4.04M 40,274 +30,996 +334%
AFG
14
Altiora Financial Group
Ohio
$3.74M 37,260
KC
15
Kades & Cheifetz
Pennsylvania
$3.1M 30,924 -14,640 -32%
CFD
16
Creative Financial Designs
Indiana
$2.95M 29,474 +11,409 +63%
ML
17
Mayport LLC
Massachusetts
$2.84M 28,306 +3,387 +14%
PP
18
PrairieView Partners
Minnesota
$2.72M 27,090 +1,181 +5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.67M 26,666 -1,465 -5%
EAM
20
Evanson Asset Management
California
$2.58M 25,757 +123 +0.5%
SFP
21
Sterling Financial Planning
New Jersey
$2.57M 25,649 +4,864 +23%
DPI
22
Diversified Portfolios Inc
Michigan
$2.55M 25,436 -4,292 -14%
MPW
23
MGO Private Wealth
California
$2.52M 25,147 +8,786 +54%
PCM
24
Passive Capital Management
Maryland
$2.52M 25,091 +25,091 New
WIC
25
Whitegate Investment Counselors
New Hampshire
$2.49M 24,845 -860 -3%