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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

Overview Fund Activity

135 hedge funds and large institutions have $261M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+35
Holders Change %
+35%
% of All Funds
1.8%
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
49
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
Seeds Investor
New York
$9.83M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$4.95M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.04M
4
PCM
4
Passive Capital Management
Maryland
$2.52M
5
Bank of America
5
Bank of America
North Carolina
$14.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BHWM
2
Beaird Harris Wealth Management
Texas
$13M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$171K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
FTUS
5
Flow Traders U.S.
New York
$416K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$2.24M +$1.04M +10,360 +87%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2M +$1.65M +16,454 +472%
SOAG
28
Silver Oak Advisory Group
Oregon
$1.98M +$26.8K +267 +1%
Brown Advisory
29
Brown Advisory
Maryland
$1.94M +$748K +7,466 +63%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.88M +$594K +5,927 +46%
GPW
31
Genesis Private Wealth
Virginia
$1.87M +$1.87M +18,675 New
Financial Engines Advisors
32
Financial Engines Advisors
California
$1.67M +$246K +2,456 +17%
GL
33
Graypoint LLC
New York
$1.64M – – –
HFS
34
Hughes Financial Services
Virginia
$1.54M +$1.54M +15,362 New
CPA
35
Cardiff Park Advisors
California
$1.49M +$780K +7,784 +110%
HTC
36
Haverford Trust Company
Pennsylvania
$1.43M +$183K +1,829 +15%
PAG
37
Private Advisor Group
New Jersey
$1.34M +$231K +2,301 +21%
SFP
38
SwitchPoint Financial Planning
Utah
$1.34M +$1.34M +13,339 New
EWA
39
EverSource Wealth Advisors
Alabama
$1.3M +$1.3M +13,009 New
Corient Private Wealth
40
Corient Private Wealth
Florida
$1.29M -$109K -1,087 -8%
SA
41
Sunesis Advisors
Kansas
$1.2M – – –
LWANC
42
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M +$171K +1,706 +17%
SPP
43
Single Point Partners
Massachusetts
$1.17M +$1.17M +11,715 New
DWP
44
Daymark Wealth Partners
Ohio
$1.14M +$85.1K +849 +8%
PCI
45
Planning Center Inc
Illinois
$1.08M -$30.9K -308 -3%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$1.08M – – –
EA
47
Eclectic Associates
California
$1.08M +$819K +8,168 +312%
KIM
48
Karpus Investment Management
New York
$1.04M +$1.04M +10,350 New
AI
49
Atria Investments
North Carolina
$975K +$514K +5,123 +111%
BAG
50
Bridgewealth Advisory Group
California
$963K +$100K +994 +12%
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