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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$68.9M |
| 2 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$15.4M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.75M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.66M |
| 5 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.69M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$610K |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$434K |
| 4 |
RFP
RCS Financial Planning
Annapolis,
Maryland
|
-$424K |
| 5 |
FF
Francis Financial
|
-$249K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
JP Morgan Chase
New York
| – | -$6.69M | -67,816 | Closed |
|
|
OMC
77
Old Mission Capital
Chicago,
Illinois
| – | -$610K | -6,180 | Closed |
|
|
WP
78
WealthShield Partners
Cary,
North Carolina
| – | -$434K | -4,395 | Closed |
|
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.