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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

93 hedge funds and large institutions have $194M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $155M → $194M (+$39.3M)

21% more funds holding

Funds holding: 77 → 93 (+16)

3.45% more ownership

Funds ownership: 39.18% → 42.63% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
33
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLWA
San Luis Wealth Advisors
California
+$6.92M
2
Bank of America
Bank of America
North Carolina
+$4.66M
3
G
GenTrust
Florida
+$4.64M
4
WFAG
Wescott Financial Advisory Group
Pennsylvania
+$4.25M
5
AFG
Altiora Financial Group
Ohio
+$3.72M

Top Sellers

1
SPP
Single Point Partners
Massachusetts
-$993K
2
DPI
Diversified Portfolios Inc
Michigan
-$695K
3
FF
Francis Financial
-$463K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$457K
5
BHWM
Beaird Harris Wealth Management
Texas
-$455K
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
26
Financial Engines Advisors
California
$1.33M -$55.6K -556 -4%
SA
27
Sunesis Advisors
Kansas
$1.2M – – –
PAG
28
Private Advisor Group
New Jersey
$1.17M +$189K +1,895 +19%
HTC
29
Haverford Trust Company
Pennsylvania
$1.14M +$91.7K +917 +9%
PCI
30
Planning Center Inc
Illinois
$1.11M – – –
SC
31
Sinecera Capital
Texas
$997K +$218K +2,177 +28%
BC
32
Bowman & Company
Wisconsin
$972K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$949K -$116K -1,163 -11%
DWP
34
Daymark Wealth Partners
Ohio
$902K +$524K +5,239 +139%
SAI
35
Savvy Advisors Inc
New York
$890K +$889K +8,892 New
WG
36
Watchman Group
Texas
$874K +$70.6K +706 +9%
LWANC
37
Laurel Wealth Advisors (North Carolina)
North Carolina
$866K -$120K -1,197 -12%
BAG
38
Bridgewealth Advisory Group
California
$853K +$852K +8,523 New
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$812K +$811K +8,118 New
EIA
40
Eldridge Investment Advisors
New Hampshire
$744K -$303K -3,031 -29%
OMC
41
Old Mission Capital
Illinois
$728K +$727K +7,274 New
RFP
42
RCS Financial Planning
Maryland
$619K +$24K +240 +4%
SSW
43
Stone Summit Wealth
Florida
$603K -$82.3K -823 -12%
LPL Financial
44
LPL Financial
California
$539K +$73.1K +731 +16%
IAN
45
Integrated Advisors Network
Texas
$512K – – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$457K +$300 +3 +0.1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$436K -$326K -3,259 -43%
EFS
48
Essex Financial Services
Connecticut
$432K +$429K +4,290 New
TWA
49
Trellis Wealth Advisors
California
$391K +$391K +3,911 New
PP
50
PrairieView Partners
Minnesota
$388K – – –
1
2
3 4

VTES Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q2 2024, worth a combined $194M — up 25% from $155M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VTES positions and 7 closed out — a net gain of 17 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was San Luis Wealth Advisors, opening a new position worth an estimated $6.92M. The largest seller was Single Point Partners, exiting entirely with an estimated $993K sold.

  • 93 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q2 2024, up from 77 in Q1 2024.
  • Funds reported $194M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q2 2024, up 25% quarter-over-quarter.
  • 24 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q2 2024 and 7 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q2 2024 was San Luis Wealth Advisors, an estimated $6.92M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q2 2024 was Single Point Partners, an estimated $993K sold.

Based on aggregated 13F filings for Q2 2024.