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Vanguard Short-Term Tax-Exempt Bond ETF

101 hedge funds and large institutions have $228M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

18% more capital invested

Capital invested by funds: $194M → $228M (+$34.1M)

9% more funds holding

Funds holding: 93101 (+8)

1.11% more ownership

Funds ownership: 42.63%43.74% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSW
51
Stone Summit Wealth
Florida
$587K -$23.9K -237 -4%
OA
52
Oxbow Advisors
Texas
$570K +$567K +5,619 New
Goldman Sachs
53
Goldman Sachs
New York
$536K +$532K +5,281 New
WG
54
Watchman Group
Texas
$495K -$388K -3,850 -44%
LAM
55
Lakewood Asset Management
Illinois
$491K +$104K +1,033 +27%
AI
56
Atria Investments
North Carolina
$467K +$221K +2,189 +91%
BWA
57
BlueChip Wealth Advisors
Georgia
$465K +$108K +1,076 +31%
RJA
58
Raymond James & Associates
Florida
$460K -$4.72M -46,841 -91%
BPA
59
Beacon Pointe Advisors
California
$456K +$187K +1,855 +70%
EIA
60
Eldridge Investment Advisors
New Hampshire
$448K -$302K -3,000 -40%
UBS Group
61
UBS Group
Switzerland
$434K +$395K +3,921 +1,086%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$427K -$15.2K -151 -3%
OIA
63
OneDigital Investment Advisors
Kansas
$418K +$37.9K +376 +10%
TWA
64
Trellis Wealth Advisors
California
$369K -$27.7K -275 -7%
EFP
65
EnRich Financial Partners
Wisconsin
$358K -$1.11K -11 -0.3%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$354K +$34.3K +340 +11%
Osaic Holdings
67
Osaic Holdings
Arizona
$325K +$32.8K +325 +11%
MML Investors Services
68
MML Investors Services
Massachusetts
$316K -$48K -476 -13%
MSFS
69
Main Street Financial Solutions
Pennsylvania
$315K +$18.7K +185 +6%
FCA
70
FinTrust Capital Advisors
South Carolina
$305K -$4.03K -40 -1%
DDPIC
71
Deroy & Devereaux Private Investment Counsel
Michigan
$305K -$49.4K -490 -14%
KSWA
72
Kathleen S. Wright Associates
Pennsylvania
$304K
AWM
73
Avaii Wealth Management
Wisconsin
$300K -$65.3K -648 -18%
CIA
74
Concurrent Investment Advisors
Florida
$280K +$278K +2,758 New
IWS
75
Integrity Wealth Solutions
Colorado
$269K -$80.2K -795 -23%

VTES Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q3 2024, worth a combined $228M — up 18% from $194M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTES positions and 7 closed out — a net gain of 9 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $5.75M. The largest seller was Raymond James & Associates, cutting an estimated $4.72M.

  • 101 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q3 2024, up from 93 in Q2 2024.
  • Funds reported $228M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 16 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q3 2024 and 7 closed out, a net change of +9 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q3 2024 was Jane Street, an estimated $5.75M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q3 2024 was Raymond James & Associates, an estimated $4.72M sold.

Based on aggregated 13F filings for Q3 2024.