VTES icon

Vanguard Short-Term Tax-Exempt Bond ETF
VTES

Overview Fund Activity

154 hedge funds and large institutions have $342M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+19
Holders Change %
+14.07%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
78
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$18.2M
2
HFS
2
Hughes Financial Services
Virginia
$6.91M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$7.01M
4
Wells Fargo
4
Wells Fargo
California
$5.01M
5
Jane Street
5
Jane Street
New York
$3.99M

Top Sellers

1
BHWM
1
Beaird Harris Wealth Management
Texas
$11.6M
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$1.08M
3
BAG
3
Bridgewealth Advisory Group
California
$0
4
SLWA
4
San Luis Wealth Advisors
California
$9.51M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$3.32M -$732K -7,278 -18%
CFD
27
Creative Financial Designs
Indiana
$3.31M +$348K +3,458 +12%
ML
28
Mayport LLC
Massachusetts
$2.91M +$66.5K +662 +2%
SFP
29
Sterling Financial Planning
New Jersey
$2.86M +$279K +2,775 +11%
Financial Engines Advisors
30
Financial Engines Advisors
California
$2.86M +$1.18M +11,724 +70%
TC
31
TAGStone Capital
North Carolina
$2.57M +$2.57M +25,576 New
PCM
32
Passive Capital Management
Maryland
$2.53M +$8.34K +83 +0.3%
EAM
33
Evanson Asset Management
California
$2.49M -$94.3K -938 -4%
EA
34
Eclectic Associates
California
$2.45M +$1.37M +13,637 +126%
GPW
35
Genesis Private Wealth
Virginia
$2.43M +$548K +5,456 +29%
SC
36
Savant Capital
Illinois
$2.39M +$2.39M +23,827 New
AI
37
Atria Investments
North Carolina
$2.23M +$1.25M +12,419 +128%
Osaic Holdings
38
Osaic Holdings
Arizona
$2.19M +$1.84M +18,285 +528%
LPL Financial
39
LPL Financial
California
$2.13M -$115K -1,140 -5%
WIC
40
Whitegate Investment Counselors
New Hampshire
$2.12M -$373K -3,715 -15%
SOAG
41
Silver Oak Advisory Group
Oregon
$2.06M +$67.3K +670 +3%
KIM
42
Karpus Investment Management
New York
$2.02M +$975K +9,700 +94%
DPI
43
Diversified Portfolios Inc
Michigan
$2.01M -$547K -5,442 -21%
PAG
44
Private Advisor Group
New Jersey
$1.83M +$484K +4,814 +36%
HTC
45
Haverford Trust Company
Pennsylvania
$1.82M +$392K +3,900 +27%
BB
46
Berkshire Bank
Massachusetts
$1.78M +$926K +9,213 +109%
GL
47
Graypoint LLC
New York
$1.65M – – –
DWM
48
Dakota Wealth Management
Florida
$1.63M +$915K +9,100 +128%
EWA
49
EverSource Wealth Advisors
Alabama
$1.47M +$162K +1,615 +12%
CPA
50
Cardiff Park Advisors
California
$1.44M -$46.8K -466 -3%
1
2
3 4 5