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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

155 hedge funds and large institutions have $345M 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, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

200% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

31% more capital invested

Capital invested by funds: $264M → $345M (+$81.2M)

14% more funds holding

Funds holding: 136 → 155 (+19)

0.91% more ownership

Funds ownership: 45.35% → 46.26% (+0.91%)

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
2.08%
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
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$16.9M
2
HFS
Hughes Financial Services
Virginia
+$5.38M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.33M
4
Wells Fargo
Wells Fargo
California
+$4.16M
5
Jane Street
Jane Street
New York
+$3.99M

Top Sellers

Rank Fund Capital Flow
1
BHWM
Beaird Harris Wealth Management
Texas
-$1.45M
2
BAG
Bridgewealth Advisory Group
California
-$963K
3
SLWA
San Luis Wealth Advisors
California
-$960K
4
Stifel Financial
Stifel Financial
Missouri
-$915K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$798K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
51
Cardiff Park Advisors
California
$1.44M -$46.9K -466 -3%
IIA
52
Integrity Investment Advisors
Colorado
$1.36M +$1.37M +13,574 New
BWA
53
BlueChip Wealth Advisors
Georgia
$1.34M +$512K +5,093 +62%
LWANC
54
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.33M +$151K +1,502 +13%
SFP
55
SwitchPoint Financial Planning
Utah
$1.33M -$15.2K -151 -1%
DWP
56
Daymark Wealth Partners
Ohio
$1.3M +$161K +1,605 +14%
SPP
57
Single Point Partners
Massachusetts
$1.23M +$55.7K +554 +5%
SA
58
Sunesis Advisors
Kansas
$1.2M – – –
APC
59
Aspire Private Capital
North Carolina
$1.2M +$1.2M +11,976 New
KPWS
60
Kestra Private Wealth Services
Texas
$1.1M +$1.1M +10,943 New
PCI
61
Planning Center Inc
Illinois
$1.09M – – –
Luther King Capital Management (LKCM)
62
Luther King Capital Management (LKCM)
Texas
$1.08M – – –
AIC
63
Allodium Investment Consultants
Minnesota
$1.03M +$216K +2,152 +27%
KSWA
64
Kathleen S. Wright Associates
Pennsylvania
$985K +$342K +3,400 +53%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$964K +$447K +4,439 +86%
PCA
66
Prosperity Capital Advisors
Ohio
$956K +$957K +9,514 New
SAI
67
Savvy Advisors Inc
New York
$934K – – –
EFS
68
Essex Financial Services
Connecticut
$821K -$30.2K -300 -4%
PFA
69
Pillar Financial Advisors
Kentucky
$805K +$43K +427 +6%
HL
70
HeadInvest LLC
Maine
$797K – – –
FTUS
71
Flow Traders U.S.
New York
$777K +$360K +3,580 +86%
RFP
72
RCS Financial Planning
Maryland
$762K +$9.46K +94 +1%
MML Investors Services
73
MML Investors Services
Massachusetts
$705K +$350K +3,479 +98%
EFP
74
EnRich Financial Partners
Wisconsin
$703K -$1.51K -15 -0.2%
BA
75
Bridgewater Advisors
New York
$680K +$684K +6,797 New
1 2
3
4 5

VTES Hedge Fund Activity: Q1 2025 in Review

155 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q1 2025, worth a combined $345M — up 31% from $264M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VTES positions and 8 closed out — a net gain of 21 holders — while 78 added to existing stakes and 26 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $16.9M. The largest seller was Beaird Harris Wealth Management, cutting an estimated $1.45M.

  • 155 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q1 2025, up from 136 in Q4 2024.
  • Funds reported $345M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q1 2025, up 31% quarter-over-quarter.
  • 29 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q1 2025 and 8 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q1 2025 was Corient Private Wealth, an estimated $16.9M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q1 2025 was Beaird Harris Wealth Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2025.