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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

136 hedge funds and large institutions have $264M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 9

163% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

35% more funds holding

Funds holding: 101 → 136 (+35)

16% more capital invested

Capital invested by funds: $228M → $264M (+$35.4M)

1.61% more ownership

Funds ownership: 43.74% → 45.35% (+1.6%)

Holders
136
Holders Change
+35
Holders Change %
+34.65%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
50
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Seeds Investor
New York
+$9.88M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$4.98M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.12M
4
PCM
Passive Capital Management
Maryland
+$2.53M
5
Bank of America
Bank of America
North Carolina
+$2.48M

Top Sellers

1
Jane Street
Jane Street
New York
-$7.41M
2
BHWM
Beaird Harris Wealth Management
Texas
-$4.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.82M
5
FTUS
Flow Traders U.S.
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
26
Whitegate Investment Counselors
New Hampshire
$2.49M -$86.6K -860 -3%
LPL Financial
27
LPL Financial
California
$2.24M +$1.04M +10,360 +87%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2M +$1.66M +16,454 +472%
SOAG
29
Silver Oak Advisory Group
Oregon
$1.98M +$26.9K +267 +1%
Brown Advisory
30
Brown Advisory
Maryland
$1.94M +$752K +7,466 +63%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.88M +$597K +5,927 +46%
GPW
32
Genesis Private Wealth
Virginia
$1.87M +$1.88M +18,675 New
Financial Engines Advisors
33
Financial Engines Advisors
California
$1.67M +$247K +2,456 +17%
GL
34
Graypoint LLC
New York
$1.64M – – –
HFS
35
Hughes Financial Services
Virginia
$1.54M +$1.55M +15,362 New
CPA
36
Cardiff Park Advisors
California
$1.49M +$784K +7,784 +110%
HTC
37
Haverford Trust Company
Pennsylvania
$1.43M +$184K +1,829 +15%
PAG
38
Private Advisor Group
New Jersey
$1.34M +$232K +2,301 +21%
SFP
39
SwitchPoint Financial Planning
Utah
$1.34M +$1.34M +13,339 New
EWA
40
EverSource Wealth Advisors
Alabama
$1.3M +$1.31M +13,009 New
Corient Private Wealth
41
Corient Private Wealth
Florida
$1.29M -$110K -1,087 -8%
SA
42
Sunesis Advisors
Kansas
$1.2M – – –
LWANC
43
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M +$172K +1,706 +17%
SPP
44
Single Point Partners
Massachusetts
$1.17M +$1.18M +11,715 New
DWP
45
Daymark Wealth Partners
Ohio
$1.14M +$85.5K +849 +8%
PCI
46
Planning Center Inc
Illinois
$1.08M -$31K -308 -3%
Luther King Capital Management (LKCM)
47
Luther King Capital Management (LKCM)
Texas
$1.08M – – –
EA
48
Eclectic Associates
California
$1.08M +$823K +8,168 +312%
KIM
49
Karpus Investment Management
New York
$1.04M +$1.04M +10,350 New
AI
50
Atria Investments
North Carolina
$975K +$516K +5,123 +111%
1
2
3 4 5

VTES Hedge Fund Activity: Q4 2024 in Review

136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q4 2024, worth a combined $264M — up 16% from $228M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VTES positions and 9 closed out — a net gain of 41 holders — while 50 added to existing stakes and 19 trimmed.

The largest buyer was Seeds Investor, opening a new position worth an estimated $9.88M. The largest seller was Jane Street, exiting entirely with an estimated $7.41M sold.

  • 136 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $264M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 50 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q4 2024 and 9 closed out, a net change of +41 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q4 2024 was Seeds Investor, an estimated $9.88M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q4 2024 was Jane Street, an estimated $7.41M sold.

Based on aggregated 13F filings for Q4 2024.