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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

Overview Fund Activity

33 hedge funds and large institutions have $102M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
14
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$25.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.69M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.45M
4
BHWM
4
Beaird Harris Wealth Management
Texas
$2.8M
5
WFAG
5
Wescott Financial Advisory Group
Pennsylvania
$45M

Top Sellers

1
RFG
1
RFP Financial Group
Georgia
$875K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
RJT
3
Raymond James Trust
Florida
$470K
4
PJSIMP
4
P.J. Schmidt Investment Management (PJS)
Wisconsin
$0
5
BCG
5
Breakwater Capital Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$246K +$148K +1,499 +151%
CWC
27
Carolinas Wealth Consulting
North Carolina
$198K +$198K +2,012 New
LFA
28
Level Financial Advisors
New York
$81K +$81K +821 New
AA
29
Ancora Advisors
Ohio
$34.3K – – –
HI
30
Harbour Investments
Wisconsin
$24.7K – – –
Bank of America
31
Bank of America
North Carolina
$9.87K +$9.87K +100 New
UBS Group
32
UBS Group
Switzerland
$2.86K +$2.86K +29 New
Goldman Sachs
33
Goldman Sachs
New York
– -$3.26M -32,461 Closed
PJSIMP
34
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$369K -3,667 Closed
BCG
35
Breakwater Capital Group
New Jersey
– -$357K -3,550 Closed
FTUS
36
Flow Traders U.S.
New York
– -$266K -2,651 Closed
2L
37
25 LLC
Missouri
– -$51.3K -510 Closed
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