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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
EA
76
Eclectic Associates
California
$265K +$264K +2,614 New
ESB
77
Essex Savings Bank
Connecticut
$253K +$251K +2,490 New
RDFA
78
Ritter Daniher Financial Advisory
Ohio
$248K
LFA
79
Level Financial Advisors
New York
$232K
CFO
80
CVA Family Office
Colorado
$211K +$199K +1,974 +1,778%
TFF
81
The Family Firm
Maryland
$206K +$1.51K +15 +0.7%
JWA
82
JFS Wealth Advisors
Pennsylvania
$203K +$202K +2,000 New
BWM
83
Brown Wealth Management
Illinois
$201K -$74.7K -741 -27%
RPGK
84
Retirement Planning Group (Kansas)
Kansas
$201K +$199K +1,977 New
CWC
85
Carolinas Wealth Consulting
North Carolina
$147K -$60.1K -596 -29%
ME
86
McIlrath & Eck
Washington
$128K +$127K +1,263 New
GFPC
87
Global Financial Private Client
Florida
$125K
EB
88
Eastern Bank
Massachusetts
$92.1K +$91.6K +908 New
FMP
89
Financial Management Professionals
Texas
$71K
AFS
90
Annapolis Financial Services
Maryland
$56.5K +$13.5K +134 +32%
AWM
91
Avior Wealth Management
Nebraska
$50.7K
FFA
92
Farther Finance Advisors
California
$50.7K
RIL
93
Rothschild Investment LLC
Illinois
$50.7K
HI
94
Harbour Investments
Wisconsin
$38K +$12.6K +125 +50%
CHA
95
Carmichael Hill & Associates
Maryland
$30.3K +$30.1K +299 New
IA
96
IFP Advisors
Florida
$25.4K
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$20.3K
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$18K -$163K -1,617 -90%
CA
99
Clearstead Advisors
Ohio
$17.7K +$3.73K +37 +27%
S
100
SignatureFD
Georgia
$10.1K

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.