VTES icon

Vanguard Short-Term Tax-Exempt Bond ETF

154 hedge funds and large institutions have $342M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+19
Holders Change %
+14.07%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
78
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFAG
1
Wescott Financial Advisory Group
Pennsylvania
$65.1M 647,297 +15,511 +2%
Corient Private Wealth
2
Corient Private Wealth
Florida
$18.2M 181,261 +168,419 +1,311%
Bank of America
3
Bank of America
North Carolina
$16.1M 160,273 +17,461 +12%
SI
4
Seeds Investor
New York
$12.8M 126,947 +28,913 +29%
BHWM
5
Beaird Harris Wealth Management
Texas
$11.6M 115,487 -14,412 -11%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$10.4M 103,581 -7,929 -7%
SLWA
7
San Luis Wealth Advisors
California
$9.51M 94,625 -9,543 -9%
CISOA
8
Capital Investment Services of America
Wisconsin
$8.12M 80,770 -250 -0.3%
SCA
9
Stonebridge Capital Advisors
Minnesota
$7.7M 76,645 +4,832 +7%
Raymond James Financial
10
Raymond James Financial
Florida
$7.26M 72,223 +15,175 +27%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$7.01M 69,712 +43,046 +161%
HFS
12
Hughes Financial Services
Virginia
$6.91M 68,801 +53,439 +348%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.2M 51,783 +31,842 +160%
Wells Fargo
14
Wells Fargo
California
$5.01M 49,855 +41,358 +487%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$4.94M 49,152 -231 -0.5%
GG
16
Gleason Group
Kentucky
$4.77M 47,468 +38,324 +419%
FCM
17
Firestone Capital Management
Florida
$4.57M 45,505 +4,297 +10%
AFG
18
Altiora Financial Group
Ohio
$4.23M 42,118 +4,858 +13%
MPW
19
MGO Private Wealth
California
$4.15M 41,306 +16,159 +64%
PP
20
PrairieView Partners
Minnesota
$4.11M 40,868 +13,778 +51%
Brown Advisory
21
Brown Advisory
Maryland
$3.99M 39,708 +20,351 +105%
Jane Street
22
Jane Street
New York
$3.99M 39,707 +39,707 New
ATPW
23
Ashton Thomas Private Wealth
Arizona
$3.63M 36,084 +36,084 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.56M 35,452 +16,693 +89%
G
25
GenTrust
Florida
$3.43M 34,167 -7,218 -17%