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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

75 hedge funds and large institutions have $234M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 3

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

130% more capital invested

Capital invested by funds: $102M → $234M (+$132M)

127% more funds holding

Funds holding: 33 → 75 (+42)

11.42% more ownership

Funds ownership: 44.84% → 56.26% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
75
Holders Change
+42
Holders Change %
+127.27%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
22
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$68.9M
2
BHWM
Beaird Harris Wealth Management
Texas
+$15.4M
3
RJA
Raymond James & Associates
Florida
+$4.75M
4
Bank of America
Bank of America
North Carolina
+$4.66M
5
FCI
Financial Counselors Inc
Kansas
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$6.69M
2
OMC
Old Mission Capital
Illinois
-$610K
3
WP
WealthShield Partners
North Carolina
-$434K
4
RFP
RCS Financial Planning
Maryland
-$424K
5
FF
Francis Financial
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$287K +$33.4K +335 +13%
FA
52
FC Advisory
Pennsylvania
$278K +$274K +2,746 New
UBS Group
53
UBS Group
Switzerland
$254K +$247K +2,480 +8,552%
BWM
54
Brown Wealth Management
Illinois
$254K +$250K +2,507 New
RDFA
55
Ritter Daniher Financial Advisory
Ohio
$248K +$244K +2,450 New
LFA
56
Level Financial Advisors
New York
$232K +$147K +1,471 +179%
GSAM
57
Grant Street Asset Management
Pennsylvania
$232K +$228K +2,291 New
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$231K -$229K -2,297 -50%
TC
59
TownSquare Capital
Utah
$223K +$220K +2,203 New
CAN
60
Cetera Advisor Networks
California
$222K +$218K +2,185 New
CFD
61
Creative Financial Designs
Indiana
$211K +$207K +2,080 New
CWC
62
Carolinas Wealth Consulting
North Carolina
$205K +$1.3K +13 +0.6%
RPGK
63
Retirement Planning Group (Kansas)
Kansas
$200K +$197K +1,977 New
GFPC
64
Global Financial Private Client
Florida
$125K +$123K +1,230 New
CT
65
Cambridge Trust
Massachusetts
$89.4K +$88K +882 New
AWM
66
Avior Wealth Management
Nebraska
$50.7K +$49.9K +500 New
FFA
67
Farther Finance Advisors
California
$50.7K +$49.9K +500 New
RIL
68
Rothschild Investment LLC
Illinois
$50.7K +$49.9K +500 New
AA
69
Ancora Advisors
Ohio
$35.3K – – –
FMP
70
Financial Management Professionals
Texas
$30K +$29.9K +300 New
HI
71
Harbour Investments
Wisconsin
$25.4K – – –
Morgan Stanley
72
Morgan Stanley
New York
$15.4K +$15.2K +152 New
RCM
73
Richardson Capital Management
Wisconsin
$10.1K +$9.97K +100 New
PCM
74
Penserra Capital Management
California
$7K +$7.28K +73 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$101 +$100 +1 New
1 2
3
4

VTES Hedge Fund Activity: Q4 2023 in Review

75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q4 2023, worth a combined $234M — up 130% from $102M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VTES positions and 3 closed out — a net gain of 42 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $68.9M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $6.69M sold.

  • 75 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q4 2023, up from 33 in Q3 2023.
  • Funds reported $234M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q4 2023, up 130% quarter-over-quarter.
  • 45 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q4 2023 and 3 closed out, a net change of +42 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q4 2023 was Jane Street, an estimated $68.9M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2023.