Funds holding Vanguard Short-Term Tax-Exempt Bond ETF
ISIN US9219358705 · United States
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 1.8M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Symmetry Panoramic Municipal Fixed Income Fund Symmetry Panoramic Trust | 17,588 | 1.8M $ | 4.55 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Symmetry Panoramic Municipal Fixed Income Fund Symmetry Panoramic Trust | 4.55 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 17,588 | -59.5 % |
| 2026Q1 | 1 | 0 | 43,472 | +59,450.7 % |
| 2024Q1 | 1 | 73 |
Institutional managers
277 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 1,329,333 | 134.4M $ | as of Mar 31, 2026 |
| Wescott Financial Advisory Group, LLC | 725,519 | 73.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 378,943 | 38.3M $ | as of Mar 31, 2026 |
| Gleason Group, Inc. | 299,562 | 30.3M $ | as of Mar 31, 2026 |
| TIAA Wealth Investment Management LLC | 266,166 | 26.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 238,557 | 24.1M $ | as of Mar 31, 2026 |
| SEEDS INVESTOR LLC | 194,104 | 19.7M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 170,641 | 17.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 154,387 | 15.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 115,283 | 11.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 114,037 | 11.5M $ | as of Mar 31, 2026 |
| Savant Capital, LLC | 100,213 | 10.1M $ | as of Mar 31, 2026 |
| Beaird Harris Wealth Management, LLC | 98,904 | 10M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 95,628 | 9.7M $ | as of Mar 31, 2026 |
| Beacon Bank & Trust | 94,228 | 9.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 92,338 | 9.3M $ | as of Mar 31, 2026 |
| Stonebridge Capital Advisors LLC | 90,006 | 9.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 85,535 | 8.7M $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 83,787 | 8.5M $ | as of Mar 31, 2026 |
| Capital Investment Services of America, Inc. | 76,320 | 7.7M $ | as of Mar 31, 2026 |
| Hughes Financial Services, LLC | 75,612 | 7.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 75,557 | 7.6M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 75,361 | 7.6M $ | as of Mar 31, 2026 |
| Altiora Financial Group, LLC | 74,514 | 7.5M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 66,143 | 6.7M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Vanguard Short-Term Tax-Exempt Bond ETF". https://titelia.com/en/stocks/vanguard-short-term-tax-exempt-bond-etf-US9219358705