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Vanguard Short-Term Tax-Exempt Bond ETF

239 hedge funds and large institutions have $782M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 12

243% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 206239 (+33)

15% more capital invested

Capital invested by funds: $680M → $782M (+$102M)

0.09% more ownership

Funds ownership: 51.08%51.17% (+0.09%)

Holders
239
Holders Change
+33
Holders Change %
+16.02%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
50
Increased
120
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$133M -$6.22M -61,259 -4%
WFAG
2
Wescott Financial Advisory Group
Pennsylvania
$67.9M +$3.29M +32,412 +5%
Corient Private Wealth
3
Corient Private Wealth
Florida
$31.8M +$15.2M +149,630 +92%
GG
4
Gleason Group
Kentucky
$28.8M -$2.13M -20,925 -7%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$28.6M +$3.17M +31,200 +12%
Bank of America
6
Bank of America
North Carolina
$28.3M +$1.94M +19,068 +7%
Raymond James Financial
7
Raymond James Financial
Florida
$27.8M +$13.4M +131,513 +93%
KIM
8
Karpus Investment Management
New York
$26.7M -$3.8M -37,450 -12%
SI
9
Seeds Investor
New York
$19.3M +$696K +6,858 +4%
BFC
10
Bedel Financial Consulting
Indiana
$16.7M +$14.4M +142,165 +629%
Wells Fargo
11
Wells Fargo
California
$14.2M +$3.76M +37,069 +36%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$11.8M -$171K -1,679 -1%
SC
13
Savant Capital
Illinois
$10.8M +$1.24M +12,200 +13%
BHWM
14
Beaird Harris Wealth Management
Texas
$10.3M -$679K -6,688 -6%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$9.96M +$188K +1,848 +2%
SCA
16
Stonebridge Capital Advisors
Minnesota
$9.34M +$719K +7,078 +8%
BB
17
Berkshire Bank
Massachusetts
$9.19M +$822K +8,098 +10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.9M +$5.73M +56,375 +180%
BPA
19
Beacon Pointe Advisors
California
$8.68M +$261K +2,566 +3%
Truist Financial
20
Truist Financial
North Carolina
$8.25M +$3.82M +37,594 +86%
Goldman Sachs
21
Goldman Sachs
New York
$7.88M +$5.43M +53,500 +222%
CISOA
22
Capital Investment Services of America
Wisconsin
$7.76M +$5.08K +50 +0.1%
HFS
23
Hughes Financial Services
Virginia
$7.33M +$118K +1,158 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.15M +$661K +6,510 +10%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$6.84M +$2.44M +24,035 +55%