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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
TFF
76
The Family Firm
Maryland
$201K +$201K +2,012 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$179K -$2K -20 -1%
GFPC
78
Global Financial Private Client
Florida
$123K – – –
FMP
79
Financial Management Professionals
Texas
$70K – – –
AWM
80
Avior Wealth Management
Nebraska
$50K – – –
RIL
81
Rothschild Investment LLC
Illinois
$50K – – –
FFA
82
Farther Finance Advisors
California
$49.8K – – –
AFS
83
Annapolis Financial Services
Maryland
$42.3K +$15.5K +155 +58%
UBS Group
84
UBS Group
Switzerland
$36.1K -$18.9K -189 -34%
HI
85
Harbour Investments
Wisconsin
$25K – – –
IA
86
IFP Advisors
Florida
$25K +$25K +250 New
CC
87
Cultivar Capital
Texas
$24K +$24K +240 New
BFEC
88
Benjamin F. Edwards & Company
Missouri
$21K +$200 +2 +1%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$20K – – –
CA
90
Clearstead Advisors
Ohio
$13.8K – – –
CFO
91
CVA Family Office
Colorado
$11.1K +$11.1K +111 New
S
92
SignatureFD
Georgia
$10K +$10K +100 New
Morgan Stanley
93
Morgan Stanley
New York
$7.61K – – –
SPP
94
Single Point Partners
Massachusetts
– -$993K -9,864 Closed
FF
95
Francis Financial
– -$463K -4,599 Closed
HSA
96
HBK Sorce Advisory
Pennsylvania
– -$457K -4,539 Closed
FTUS
97
Flow Traders U.S.
New York
– -$376K -3,737 Closed
RJT
98
Raymond James Trust
Florida
– -$312K -3,096 Closed
EWM
99
Empirical Wealth Management
Washington
– -$227K -2,258 Closed
AA
100
Ancora Advisors
Ohio
– -$35K -348 Closed
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.