Vanguard Short-Term Tax-Exempt Bond ETF
VTES
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.
600% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
43% more funds holding
Funds holding: 23 → 33 (+10)
25% more capital invested
Capital invested by funds: $81.6M → $102M (+$20.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.49% less ownership
Funds ownership: 48.33% → 44.84% (-3.5%)
Top Buyers
| 1 |
Jane Street
New York
|
+$8.45M |
| 2 |
JP Morgan Chase
New York
|
+$6.77M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.45M |
| 4 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$2.84M |
| 5 |
WFAG
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
+$1.42M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $246K | +$150K | +1,499 | +151% |
|
|
CWC
27
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $198K | +$201K | +2,012 | New |
|
|
LFA
28
Level Financial Advisors
East Amherst,
New York
| $81K | +$82K | +821 | New |
|
|
AA
29
Ancora Advisors
Cleveland,
Ohio
| $34.3K | – | – | – |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $24.7K | – | – | – |
|
31
Bank of America
Charlotte,
North Carolina
| $9.87K | +$9.99K | +100 | New |
|
32
UBS Group
Zurich,
Switzerland
| $2.86K | +$2.9K | +29 | New |
|
33
Goldman Sachs
New York
| – | -$3.26M | -32,461 | Closed |
|
|
PJSIMP
34
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| – | -$369K | -3,667 | Closed |
|
|
BCG
35
Breakwater Capital Group
Paramus,
New Jersey
| – | -$357K | -3,550 | Closed |
|
|
FTUS
36
Flow Traders U.S.
New York
| – | -$266K | -2,651 | Closed |
|
|
2L
37
25 LLC
St. Louis,
Missouri
| – | -$51.3K | -510 | Closed |
|
|
PP
38
PrairieView Partners
St. Paul,
Minnesota
| – | +$100 | +1 | +20% |
|
VTES Hedge Fund Activity: Q3 2023 in Review
33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q3 2023, worth a combined $102M — up 25% from $81.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new VTES positions and 5 closed out — a net gain of 10 holders — while 14 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $8.45M. The largest seller was RFP Financial Group, cutting an estimated $3.67M.
- 33 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q3 2023, up from 23 in Q2 2023.
- Funds reported $102M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q3 2023, up 25% quarter-over-quarter.
- 15 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q3 2023 and 5 closed out, a net change of +10 holders.
- The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q3 2023 was Jane Street, an estimated $8.45M added.
- The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q3 2023 was RFP Financial Group, an estimated $3.67M sold.
Based on aggregated 13F filings for Q3 2023.