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Vanguard Short-Term Tax-Exempt Bond ETF

278 hedge funds and large institutions have $819M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

164% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 50

16% more funds holding

Funds holding: 239278 (+39)

5% more capital invested

Capital invested by funds: $782M → $819M (+$37M)

4.22% less ownership

Funds ownership: 51.17%46.95% (-4.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
278
Holders Change
+39
Holders Change %
+16.32%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
51
Increased
132
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$134M +$1.61M +15,818 +1%
WFAG
2
Wescott Financial Advisory Group
Pennsylvania
$73.4M +$5.81M +56,952 +9%
Bank of America
3
Bank of America
North Carolina
$38.3M +$10.2M +99,912 +36%
GG
4
Gleason Group
Kentucky
$30.3M +$1.64M +16,118 +6%
TWIM
5
TIAA Wealth Investment Management
New York
$26.9M +$27.1M +266,166 New
Raymond James Financial
6
Raymond James Financial
Florida
$24.1M -$3.58M -35,058 -13%
SI
7
Seeds Investor
New York
$19.7M +$464K +4,546 +2%
Corient Private Wealth
8
Corient Private Wealth
Florida
$17.2M -$14.5M -142,469 -46%
Wells Fargo
9
Wells Fargo
California
$15.6M +$1.45M +14,198 +10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$11.7M -$97.7K -958 -0.8%
Morgan Stanley
11
Morgan Stanley
New York
$11.5M +$8.88M +87,110 +324%
SC
12
Savant Capital
Illinois
$10.1M -$624K -6,118 -6%
BHWM
13
Beaird Harris Wealth Management
Texas
$10M -$260K -2,550 -3%
Truist Financial
14
Truist Financial
North Carolina
$9.67M +$1.47M +14,395 +18%
BB
15
Berkshire Bank
Massachusetts
$9.53M +$379K +3,717 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.34M +$2.24M +21,920 +31%
SCA
17
Stonebridge Capital Advisors
Minnesota
$9.1M -$195K -1,909 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.65M -$215K -2,105 -2%
BPA
19
Beacon Pointe Advisors
California
$8.47M -$166K -1,624 -2%
CISOA
20
Capital Investment Services of America
Wisconsin
$7.72M -$10.2K -100 -0.1%
HFS
21
Hughes Financial Services
Virginia
$7.65M +$353K +3,465 +5%
LPL Financial
22
LPL Financial
California
$7.64M +$2.39M +23,424 +45%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$7.61M +$817K +8,007 +12%
AFG
24
Altiora Financial Group
Ohio
$7.54M +$3.1M +30,363 +69%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$6.69M -$3.24M -31,725 -32%

VTES Hedge Fund Activity: Q1 2026 in Review

278 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q1 2026, worth a combined $819M — up 4.7% from $782M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VTES positions and 8 closed out — a net gain of 43 holders — while 132 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $10.2M. The largest seller was TIAA Trust, National Association, cutting an estimated $28.4M.

  • 278 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q1 2026, up from 239 in Q4 2025.
  • Funds reported $819M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q1 2026, up 4.7% quarter-over-quarter.
  • 51 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q1 2026 and 8 closed out, a net change of +43 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q1 2026 was Bank of America, an estimated $10.2M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2026.