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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

75 hedge funds and large institutions have $234M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 3

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

130% more capital invested

Capital invested by funds: $102M → $234M (+$132M)

127% more funds holding

Funds holding: 33 → 75 (+42)

11.42% more ownership

Funds ownership: 44.84% → 56.26% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
75
Holders Change
+42
Holders Change %
+127.27%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
22
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$68.9M
2
BHWM
Beaird Harris Wealth Management
Texas
+$15.4M
3
RJA
Raymond James & Associates
Florida
+$4.75M
4
Bank of America
Bank of America
North Carolina
+$4.66M
5
FCI
Financial Counselors Inc
Kansas
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$6.69M
2
OMC
Old Mission Capital
Illinois
-$610K
3
WP
WealthShield Partners
North Carolina
-$434K
4
RFP
RCS Financial Planning
Maryland
-$424K
5
FF
Francis Financial
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
26
Waldron Private Wealth
Pennsylvania
$723K +$711K +7,128 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$708K +$696K +6,984 New
RFG
28
RFP Financial Group
Georgia
$701K -$195K -1,952 -22%
SSW
29
Stone Summit Wealth
Florida
$697K +$291K +2,919 +74%
SC
30
Sinecera Capital
Texas
$653K +$642K +6,441 New
RFP
31
RCS Financial Planning
Maryland
$603K -$424K -4,253 -42%
Walleye Capital
32
Walleye Capital
New York
$564K +$162K +1,624 +41%
FTUS
33
Flow Traders U.S.
New York
$519K +$511K +5,121 New
EAM
34
Evanson Asset Management
California
$497K +$489K +4,900 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$474K +$466K +4,674 New
FF
36
Francis Financial
$466K -$249K -2,496 -35%
RJT
37
Raymond James Trust
Florida
$458K -$25K -251 -5%
HSA
38
HBK Sorce Advisory
Pennsylvania
$434K +$427K +4,284 New
EWM
39
Empirical Wealth Management
Washington
$423K +$416K +4,169 New
FT
40
Fiduciary Trust
Massachusetts
$403K +$397K +3,977 New
PP
41
PrairieView Partners
Minnesota
$394K +$387K +3,877 +64,617%
LPP
42
Life Planning Partners
Florida
$387K +$381K +3,818 New
IWS
43
Integrity Wealth Solutions
Colorado
$372K +$365K +3,664 New
Corient Private Wealth
44
Corient Private Wealth
Florida
$366K +$360K +3,610 New
OIA
45
OneDigital Investment Advisors
Kansas
$350K +$344K +3,452 New
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
$350K +$344K +3,451 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$322K +$316K +3,172 New
FCA
48
FinTrust Capital Advisors
South Carolina
$309K +$304K +3,050 New
AWM
49
Avaii Wealth Management
Wisconsin
$305K +$300K +3,012 New
MWM
50
Mission Wealth Management
California
$293K +$288K +2,890 New
1
2
3 4

VTES Hedge Fund Activity: Q4 2023 in Review

75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q4 2023, worth a combined $234M — up 130% from $102M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VTES positions and 3 closed out — a net gain of 42 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $68.9M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $6.69M sold.

  • 75 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q4 2023, up from 33 in Q3 2023.
  • Funds reported $234M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q4 2023, up 130% quarter-over-quarter.
  • 45 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q4 2023 and 3 closed out, a net change of +42 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q4 2023 was Jane Street, an estimated $68.9M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2023.