Filing Research | VANGUARD SHORT-TERM TAX EXEMPT BD ETF Institutional Holdings

Snapshot holdings

50 / 93 loaded

#		Instrument	quantity
1	Gleason Group, Inc.	Shares	312.9KSH	$31.7M
2	Beacon Bank & Trust	Shares	96.2KSH	$9.7M
3	Beaird Harris Wealth Management, LLC	Shares	95.0KSH	$9.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	90.5KSH	$9.2M
5	Hughes Financial Services, LLC	Shares	81.4KSH	$8.2M
6	Apella Capital, LLC	Shares	64.2KSH	$6.5M
7	ECLECTIC ASSOCIATES INC /ADV	Shares	61.2KSH	$6.2M
8	Capital Investment Services of America, Inc.	Shares	53.2KSH	$5.4M
9	Farther Finance Advisors, LLC	Shares	51.8KSH	$5.2M
10	Aspire Private Capital, LLC	Shares	34.4KSH	$3.5M
11	GENESIS PRIVATE WEALTH, LLC	Shares	33.7KSH	$3.4M
12	Burton Enright Welch	Shares	30.5KSH	$3.1M
13	Evanson Financial, LLC	Shares	27.1KSH	$2.7M
14	Avior Wealth Management, LLC	Shares	26.0KSH	$2.6M
15	Eaton-Cambridge Inc.	Shares	25.4KSH	$2.6M
16	Frankly Finances, LLC	Shares	23.3KSH	$2.4M
17	BROWN WEALTH MANAGEMENT, LLC	Shares	22.6KSH	$2.3M
18	SURIENCE PRIVATE WEALTH LLC	Shares	22.5KSH	$2.3M
19	WINNACLE WEALTH LLC	Shares	21.3KSH	$2.2M
20	JACOBSON & SCHMITT ADVISORS, LLC	Shares	19.9KSH	$2.0M
21	Sunesis Advisors, LLC	Shares	18.5KSH	$1.9M
22	Laurel Wealth Advisors LLC	Shares	18.3KSH	$1.9M
23	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	17.7KSH	$1.8M
24	Single Point Partners, LLC	Shares	17.4KSH	$1.8M
25	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	15.4KSH	$1.6M
26	Integrity Investment Advisors, LLC	Shares	15.4KSH	$1.6M
27	Allodium Investment Consultants, LLC	Shares	14.3KSH	$1.5M
28	GEN Financial Management, INC.	Shares	14.3KSH	$1.5M
29	McNaughton Wealth Management, LLC	Shares	13.5KSH	$1.4M
30	FLAGSHIP HARBOR ADVISORS, LLC	Shares	12.0KSH	$1.2M
31	Alhambra Investment Management LLC	Shares	11.7KSH	$1.2M
32	Congress Park Capital LLC	Shares	10.0KSH	$1.0M
33	BURNEY CO/	Shares	9.8KSH	$988.7K
34	Pillar Financial Advisors, LLC	Shares	9.3KSH	$943.7K
35	Wedmont Private Capital	Shares	9.1KSH	$920.4K
36	Fortune Financial Advisors, LLC	Shares	8.2KSH	$834.7K
37	STONE LOFT WEALTH MANAGEMENT LLC	Shares	8.2KSH	$830.4K
38	Thrive Wealth Management, LLC	Shares	7.5KSH	$759.1K
39	Roan Capital Partners	Shares	7.3KSH	$742.8K
40	Avidian Wealth Enterprises, LLC	Shares	7.0KSH	$706.0K
41	Envestnet Portfolio Solutions, Inc.	Shares	6.8KSH	$687.2K
42	RCS Financial Planning, LLC	Shares	6.7KSH	$674.3K
43	Arbor Investment Advisors, LLC	Shares	6.6KSH	$673.1K
44	R2 Capital Strategies, LLC	Shares	6.2KSH	$623.6K
45	EverSource Wealth Advisors, LLC	Shares	5.9KSH	$601.5K
46	CoreCap Advisors, LLC	Shares	5.9KSH	$598.5K
47	Symmetry Partners, LLC	Shares	5.7KSH	$580.0K
48	Elser Financial Planning, Inc	Shares	5.6KSH	$569.2K
49	Crews Bank & Trust	Shares	5.5KSH	$552.1K
50	Stone Summit Wealth LLC	Shares	5.3KSH	$534.5K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 97 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+24.4K	+$2.5M	$9.2M
2	Farther Finance Advisors, LLC added	Shares	+20.5K	+$2.1M	$5.2M
3	Gleason Group, Inc. added	Shares	+13.3K	+$1.4M	$31.7M
4	Burton Enright Welch added	Shares	+10.2K	+$1.0M	$3.1M
5	ECLECTIC ASSOCIATES INC /ADV added	Shares	+10.1K	+$1.0M	$6.2M
6	McNaughton Wealth Management, LLC added	Shares	+8.5K	+$863.6K	$1.4M
7	Sunesis Advisors, LLC added	Shares	+7.8K	+$795.8K	$1.9M
8	Hughes Financial Services, LLC added	Shares	+5.8K	+$601.6K	$8.2M
9	Avior Wealth Management, LLC added	Shares	+5.6K	+$570.8K	$2.6M
10	Aspire Private Capital, LLC added	Shares	+5.3K	+$544.6K	$3.5M
11	WINNACLE WEALTH LLC added	Shares	+5.0K	+$510.1K	$2.2M
12	Composition Wealth, LLC new	Shares	+4.9K	+$501.1K	$501.1K
13	Slow Capital, Inc. new	Shares	+4.5K	+$453.1K	$453.1K
14	EAGLE ROCK INVESTMENT COMPANY, LLC added	Shares	+4.2K	+$423.5K	$1.8M
15	Lake Hills Wealth Management, LLC new	Shares	+4.1K	+$412.5K	$412.5K
16	Worth Asset Management, LLC new	Shares	+3.5K	+$354.3K	$354.3K
17	Diversified Trust Co new	Shares	+3.4K	+$347.4K	$347.4K
18	Avidian Wealth Enterprises, LLC added	Shares	+3.4K	+$342.7K	$706.0K
19	GENESIS PRIVATE WEALTH, LLC added	Shares	+2.9K	+$300.8K	$3.4M
20	Beacon Bank & Trust added	Shares	+1.9K	+$211.1K	$9.7M
21	Congress Park Capital LLC added	Shares	+2.0K	+$204.0K	$1.0M
22	Frankly Finances, LLC added	Shares	+1.9K	+$196.1K	$2.4M
23	Single Point Partners, LLC added	Shares	+1.8K	+$186.3K	$1.8M
24	Eaton-Cambridge Inc. added	Shares	+1.7K	+$177.8K	$2.6M
25	Elser Financial Planning, Inc added	Shares	+1.7K	+$170.5K	$569.2K
26	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.2K	+$124.2K	$442.8K
27	Envestnet Portfolio Solutions, Inc. added	Shares	+1.2K	+$119.0K	$687.2K
28	Wedmont Private Capital added	Shares	+1.2K	+$116.1K	$920.4K
29	Symmetry Partners, LLC added	Shares	+1.1K	+$115.5K	$580.0K
30	CoreCap Advisors, LLC added	Shares	+1.1K	+$113.0K	$598.5K
31	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+942	+$97.9K	$1.6M
32	Alhambra Investment Management LLC added	Shares	+900	+$93.0K	$1.2M
33	Atlatl Advisers LLC new	Shares	+887	+$89.9K	$89.9K
34	BURNEY CO/ added	Shares	+792	+$81.8K	$988.7K
35	Thrive Wealth Management, LLC added	Shares	+752	+$77.3K	$759.1K
36	TCFG Investment Advisors, LLC added	Shares	+700	+$71.4K	$370.4K
37	Fortune Financial Advisors, LLC added	Shares	+661	+$68.3K	$834.7K
38	Ritter Daniher Financial Advisory LLC / DE added	Shares	+600	+$61.2K	$309.0K
39	Laurel Wealth Advisors LLC added	Shares	+501	+$54.9K	$1.9M
40	GEN Financial Management, INC. added	Shares	+511	+$54.1K	$1.5M
41	Triumph Capital Management added	Shares	+490	+$49.8K	$151.0K
42	SigFig Wealth Management, LLC added	Shares	+438	+$44.9K	$437.5K
43	AMERICAN NATIONAL BANK & TRUST added	Shares	+405	+$41.2K	$128.5K
44	L.K. Benson & Company, P.C. added	Shares	+24	+$3.3K	$525.0K
45	Oakworth Capital, Inc. new	Shares	+32	+$3.2K	$3.2K
46	Verum Partners LLC added	Shares	+15	+$2.0K	$250.5K
47	BOS Asset Management, LLC added	Shares	+15	+$2.0K	$254.2K
48	RCS Financial Planning, LLC unchanged	Shares	0	+$1.1K	$674.3K
49	Arbor Investment Advisors, LLC unchanged	Shares	0	+$1.1K	$673.1K
50	Fortis Group Advisors, LLC added	Shares	+11	+$1.1K	$242.4K

Scroll to load more