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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

77 hedge funds and large institutions have $155M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

3% more funds holding

Funds holding: 75 → 77 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17.09% less ownership

Funds ownership: 56.26% → 39.18% (-17%)

34% less capital invested

Capital invested by funds: $234M → $155M (-$78.7M)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
34
Reduced
12
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.12M
2
WFAG
Wescott Financial Advisory Group
Pennsylvania
+$5.89M
3
SCA
Stonebridge Capital Advisors
Minnesota
+$3.81M
4
Bank of America
Bank of America
North Carolina
+$2.46M
5
EAM
Evanson Asset Management
California
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$93.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.06M
3
FCI
Financial Counselors Inc
Kansas
-$3.96M
4
PCI
Planning Center Inc
Illinois
-$2.11M
5
WPW
Waldron Private Wealth
Pennsylvania
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
51
FinTrust Capital Advisors
South Carolina
$307K – – –
Corient Private Wealth
52
Corient Private Wealth
Florida
$301K -$62.7K -621 -17%
Osaic Holdings
53
Osaic Holdings
Arizona
$299K +$14.4K +143 +5%
BWM
54
Brown Wealth Management
Illinois
$253K +$909 +9 +0.4%
RDFA
55
Ritter Daniher Financial Advisory
Ohio
$247K – – –
LAM
56
Lakewood Asset Management
Illinois
$243K +$243K +2,409 New
LFA
57
Level Financial Advisors
New York
$231K – – –
EWM
58
Empirical Wealth Management
Washington
$227K -$193K -1,911 -46%
TC
59
TownSquare Capital
Utah
$223K +$808 +8 +0.4%
MSFS
60
Main Street Financial Solutions
Pennsylvania
$218K +$219K +2,168 New
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$211K +$211K +2,092 New
CWC
62
Carolinas Wealth Consulting
North Carolina
$205K +$1.01K +10 +0.5%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$182K +$183K +1,811 New
GFPC
64
Global Financial Private Client
Florida
$123K – – –
CT
65
Cambridge Trust
Massachusetts
$91.4K +$2.63K +26 +3%
FMP
66
Financial Management Professionals
Texas
$70K +$40.4K +400 +133%
UBS Group
67
UBS Group
Switzerland
$55.4K -$198K -1,959 -78%
AWM
68
Avior Wealth Management
Nebraska
$50.4K – – –
RIL
69
Rothschild Investment LLC
Illinois
$50.4K – – –
FFA
70
Farther Finance Advisors
California
$50.2K – – –
AA
71
Ancora Advisors
Ohio
$35K – – –
AFS
72
Annapolis Financial Services
Maryland
$27K +$27.1K +268 New
HI
73
Harbour Investments
Wisconsin
$25.2K – – –
BFEC
74
Benjamin F. Edwards & Company
Missouri
$21K +$21K +208 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$20.1K +$20.2K +200 New
1 2
3
4

VTES Hedge Fund Activity: Q1 2024 in Review

77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q1 2024, worth a combined $155M — down 34% from $234M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VTES positions and 15 closed out — a net gain of 3 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $7.12M. The largest seller was Jane Street, cutting an estimated $93.9M.

  • 77 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q1 2024, up from 75 in Q4 2023.
  • Funds reported $155M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q1 2024, down 34% quarter-over-quarter.
  • 18 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q1 2024 and 15 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $7.12M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q1 2024 was Jane Street, an estimated $93.9M sold.

Based on aggregated 13F filings for Q1 2024.