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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

93 hedge funds and large institutions have $194M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $155M → $194M (+$39.3M)

21% more funds holding

Funds holding: 77 → 93 (+16)

3.45% more ownership

Funds ownership: 39.18% → 42.63% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
33
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLWA
San Luis Wealth Advisors
California
+$6.92M
2
Bank of America
Bank of America
North Carolina
+$4.66M
3
G
GenTrust
Florida
+$4.64M
4
WFAG
Wescott Financial Advisory Group
Pennsylvania
+$4.25M
5
AFG
Altiora Financial Group
Ohio
+$3.72M

Top Sellers

1
SPP
Single Point Partners
Massachusetts
-$993K
2
DPI
Diversified Portfolios Inc
Michigan
-$695K
3
FF
Francis Financial
-$463K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$457K
5
BHWM
Beaird Harris Wealth Management
Texas
-$455K
Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
51
Lakewood Asset Management
Illinois
$381K +$140K +1,403 +58%
OIA
52
OneDigital Investment Advisors
Kansas
$375K +$22.6K +226 +6%
AWM
53
Avaii Wealth Management
Wisconsin
$361K -$7.1K -71 -2%
MML Investors Services
54
MML Investors Services
Massachusetts
$359K +$359K +3,591 New
EFP
55
EnRich Financial Partners
Wisconsin
$354K -$48.7K -487 -12%
BWA
56
BlueChip Wealth Advisors
Georgia
$351K +$351K +3,510 New
DDPIC
57
Deroy & Devereaux Private Investment Counsel
Michigan
$350K +$350K +3,500 New
IWS
58
Integrity Wealth Solutions
Colorado
$345K +$2K +20 +0.6%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$315K -$363K -3,635 -54%
FCA
60
FinTrust Capital Advisors
South Carolina
$305K – – –
KSWA
61
Kathleen S. Wright Associates
Pennsylvania
$300K +$300K +3,000 New
MSFS
62
Main Street Financial Solutions
Pennsylvania
$292K +$75.2K +752 +35%
Osaic Holdings
63
Osaic Holdings
Arizona
$288K -$9.8K -98 -3%
Corient Private Wealth
64
Corient Private Wealth
Florida
$279K -$20.5K -205 -7%
BWM
65
Brown Wealth Management
Illinois
$273K +$20.9K +209 +8%
BPA
66
Beacon Pointe Advisors
California
$264K +$264K +2,637 New
RFG
67
RFP Financial Group
Georgia
$262K -$231K -2,306 -47%
RDFA
68
Ritter Daniher Financial Advisory
Ohio
$245K – – –
AI
69
Atria Investments
North Carolina
$241K +$241K +2,412 New
CIC
70
Cutler Investment Counsel
Oregon
$238K +$238K +2,377 New
LFA
71
Level Financial Advisors
New York
$229K – – –
TC
72
TownSquare Capital
Utah
$224K +$2.3K +23 +1%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$210K +$1.01M +10,125 +484%
Citadel Advisors
74
Citadel Advisors
Florida
$208K +$208K +2,077 New
CWC
75
Carolinas Wealth Consulting
North Carolina
$205K +$1K +10 +0.5%
1 2
3
4

VTES Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q2 2024, worth a combined $194M — up 25% from $155M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VTES positions and 7 closed out — a net gain of 17 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was San Luis Wealth Advisors, opening a new position worth an estimated $6.92M. The largest seller was Single Point Partners, exiting entirely with an estimated $993K sold.

  • 93 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q2 2024, up from 77 in Q1 2024.
  • Funds reported $194M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q2 2024, up 25% quarter-over-quarter.
  • 24 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q2 2024 and 7 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q2 2024 was San Luis Wealth Advisors, an estimated $6.92M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q2 2024 was Single Point Partners, an estimated $993K sold.

Based on aggregated 13F filings for Q2 2024.