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Vanguard Short-Term Tax-Exempt Bond ETF

186 hedge funds and large institutions have $602M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+32
Holders Change %
+20.78%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
47
Increased
73
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$127M +$124M +1,229,851 +3,727%
WFAG
2
Wescott Financial Advisory Group
Pennsylvania
$64.3M -$1.03M -10,221 -2%
Corient Private Wealth
3
Corient Private Wealth
Florida
$32.7M +$14.4M +142,881 +79%
GG
4
Gleason Group
Kentucky
$30.9M +$26.1M +258,486 +545%
KIM
5
Karpus Investment Management
New York
$23.4M +$21.4M +212,050 +1,058%
Bank of America
6
Bank of America
North Carolina
$22.3M +$6.09M +60,335 +38%
SI
7
Seeds Investor
New York
$16.7M +$3.89M +38,512 +30%
LWANC
8
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.7M +$13.6M +1,371,834 +10,378%
BHWM
9
Beaird Harris Wealth Management
Texas
$10.6M -$1.01M -9,976 -9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$10.4M +$3.38M +33,534 +48%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$10.1M -$346K -3,437 -3%
Jane Street
12
Jane Street
New York
$9.09M +$5.08M +50,378 +127%
Raymond James Financial
13
Raymond James Financial
Florida
$8.3M +$1.01M +10,015 +14%
SCA
14
Stonebridge Capital Advisors
Minnesota
$8.06M +$323K +3,196 +4%
CISOA
15
Capital Investment Services of America
Wisconsin
$7.72M -$434K -4,300 -5%
Wells Fargo
16
Wells Fargo
California
$7.66M +$2.62M +25,993 +52%
HFS
17
Hughes Financial Services
Virginia
$6.94M -$36.7K -362 -0.5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.6M +$1.37M +13,567 +26%
TWM
19
Topsail Wealth Management
North Carolina
$5.16M +$5.16M +51,100 New
MPW
20
MGO Private Wealth
California
$4.48M +$314K +3,113 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.37M +$4.19M +41,549 +2,324%
FCM
22
Firestone Capital Management
Florida
$4.33M -$267K -2,645 -6%
SC
23
Savant Capital
Illinois
$4.09M +$1.68M +16,664 +70%
AFG
24
Altiora Financial Group
Ohio
$3.92M -$332K -3,287 -8%
CFD
25
Creative Financial Designs
Indiana
$3.88M +$556K +5,506 +17%