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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.12M |
| 2 |
WFAG
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
+$5.89M |
| 3 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$3.81M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.46M |
| 5 |
EAM
Evanson Asset Management
Carmel,
California
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$93.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6.06M |
| 3 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$3.96M |
| 4 |
PCI
Planning Center Inc
Moline,
Illinois
|
-$2.11M |
| 5 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$723K |
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.