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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

136 hedge funds and large institutions have $264M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 9

163% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

35% more funds holding

Funds holding: 101 → 136 (+35)

16% more capital invested

Capital invested by funds: $228M → $264M (+$35.4M)

1.61% more ownership

Funds ownership: 43.74% → 45.35% (+1.6%)

Holders
136
Holders Change
+35
Holders Change %
+34.65%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
50
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Seeds Investor
New York
+$9.88M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$4.98M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.12M
4
PCM
Passive Capital Management
Maryland
+$2.53M
5
Bank of America
Bank of America
North Carolina
+$2.48M

Top Sellers

1
Jane Street
Jane Street
New York
-$7.41M
2
BHWM
Beaird Harris Wealth Management
Texas
-$4.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.82M
5
FTUS
Flow Traders U.S.
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
76
JFS Wealth Advisors
Pennsylvania
$477K +$278K +2,759 +138%
LAM
77
Lakewood Asset Management
Illinois
$469K -$16.8K -167 -3%
CFO
78
CVA Family Office
Colorado
$451K +$243K +2,415 +116%
BPA
79
Beacon Pointe Advisors
California
$450K – – –
EIA
80
Eldridge Investment Advisors
New Hampshire
$444K – – –
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$441K +$19K +189 +4%
UBS Group
82
UBS Group
Switzerland
$432K +$2.52K +25 +0.6%
FTUS
83
Flow Traders U.S.
New York
$416K -$1.7M -16,923 -80%
PSCM
84
Per Stirling Capital Management
Texas
$399K +$401K +3,985 New
KAS
85
Kestra Advisory Services
Texas
$385K +$387K +3,845 New
ECG
86
Edge Capital Group
Georgia
$372K +$374K +3,712 New
TWA
87
Trellis Wealth Advisors
California
$367K +$2.52K +25 +0.7%
OIA
88
OneDigital Investment Advisors
Kansas
$357K -$56.9K -565 -14%
MML Investors Services
89
MML Investors Services
Massachusetts
$354K +$42.1K +418 +13%
Osaic Holdings
90
Osaic Holdings
Arizona
$347K +$26.3K +261 +8%
ME
91
McIlrath & Eck
Washington
$338K +$213K +2,111 +167%
MSFS
92
Main Street Financial Solutions
Pennsylvania
$324K +$13K +129 +4%
Truist Financial
93
Truist Financial
North Carolina
$322K +$323K +3,207 New
VWA
94
VSM Wealth Advisory
Maryland
$317K +$318K +3,159 New
Lido Advisors
95
Lido Advisors
California
$300K +$302K +2,993 New
CWAF
96
Core Wealth Advisors (Florida)
Florida
$298K +$300K +2,975 New
MW
97
Maia Wealth
Colorado
$294K +$294K +2,916 New
SNWA
98
Siligmueller & Norvid Wealth Advisors
Illinois
$293K +$294K +2,920 New
AWE
99
Avidian Wealth Enterprises
Texas
$285K +$287K +2,847 New
CIA
100
Concurrent Investment Advisors
Florida
$283K +$6.85K +68 +2%
2 3
4
5 6

VTES Hedge Fund Activity: Q4 2024 in Review

136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q4 2024, worth a combined $264M — up 16% from $228M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VTES positions and 9 closed out — a net gain of 41 holders — while 50 added to existing stakes and 19 trimmed.

The largest buyer was Seeds Investor, opening a new position worth an estimated $9.88M. The largest seller was Jane Street, exiting entirely with an estimated $7.41M sold.

  • 136 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $264M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 50 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q4 2024 and 9 closed out, a net change of +41 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q4 2024 was Seeds Investor, an estimated $9.88M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q4 2024 was Jane Street, an estimated $7.41M sold.

Based on aggregated 13F filings for Q4 2024.