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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

77 hedge funds and large institutions have $155M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

3% more funds holding

Funds holding: 75 → 77 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17.09% less ownership

Funds ownership: 56.26% → 39.18% (-17%)

34% less capital invested

Capital invested by funds: $234M → $155M (-$78.7M)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
34
Reduced
12
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.12M
2
WFAG
Wescott Financial Advisory Group
Pennsylvania
+$5.89M
3
SCA
Stonebridge Capital Advisors
Minnesota
+$3.81M
4
Bank of America
Bank of America
North Carolina
+$2.46M
5
EAM
Evanson Asset Management
California
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$93.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.06M
3
FCI
Financial Counselors Inc
Kansas
-$3.96M
4
PCI
Planning Center Inc
Illinois
-$2.11M
5
WPW
Waldron Private Wealth
Pennsylvania
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
26
Single Point Partners
Massachusetts
$993K +$20.9K +207 +2%
LWANC
27
Laurel Wealth Advisors (North Carolina)
North Carolina
$992K +$647K +6,403 +186%
PAG
28
Private Advisor Group
New Jersey
$988K +$146K +1,442 +17%
BC
29
Bowman & Company
Wisconsin
$978K +$981K +9,715 New
WG
30
Watchman Group
Texas
$808K +$67.6K +669 +9%
SC
31
Sinecera Capital
Texas
$784K +$136K +1,343 +21%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$767K +$297K +2,946 +63%
SSW
33
Stone Summit Wealth
Florida
$690K -$2.02K -20 -0.3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$683K +$455K +4,502 +197%
RFP
35
RCS Financial Planning
Maryland
$598K – – –
IAN
36
Integrated Advisors Network
Texas
$515K +$516K +5,112 New
RFG
37
RFP Financial Group
Georgia
$496K -$201K -1,987 -29%
LPL Financial
38
LPL Financial
California
$469K +$470K +4,659 New
FF
39
Francis Financial
$463K – – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$460K +$140K +1,391 +44%
HSA
41
HBK Sorce Advisory
Pennsylvania
$457K +$25.7K +255 +6%
EFP
42
EnRich Financial Partners
Wisconsin
$405K +$406K +4,024 New
PP
43
PrairieView Partners
Minnesota
$392K – – –
DWP
44
Daymark Wealth Partners
Ohio
$380K +$381K +3,771 New
FTUS
45
Flow Traders U.S.
New York
$376K -$140K -1,384 -27%
AWM
46
Avaii Wealth Management
Wisconsin
$370K +$67K +664 +22%
OIA
47
OneDigital Investment Advisors
Kansas
$354K +$6.76K +67 +2%
IWS
48
Integrity Wealth Solutions
Colorado
$345K -$23.6K -234 -6%
CFD
49
Creative Financial Designs
Indiana
$315K +$106K +1,047 +50%
RJT
50
Raymond James Trust
Florida
$312K -$143K -1,416 -31%
1
2
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VTES Hedge Fund Activity: Q1 2024 in Review

77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q1 2024, worth a combined $155M — down 34% from $234M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VTES positions and 15 closed out — a net gain of 3 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $7.12M. The largest seller was Jane Street, cutting an estimated $93.9M.

  • 77 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q1 2024, up from 75 in Q4 2023.
  • Funds reported $155M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q1 2024, down 34% quarter-over-quarter.
  • 18 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q1 2024 and 15 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $7.12M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q1 2024 was Jane Street, an estimated $93.9M sold.

Based on aggregated 13F filings for Q1 2024.