Vanguard Short-Term Tax-Exempt Bond ETF
VTES
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.
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: 93 → 101 (+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: 1 → 1 (0)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Morgan Stanley
New York
| $7.9K | +$101 | +1 | +1% |
|
|
MPWT
102
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$812K | -8,118 | Closed |
|
|
IAN
103
Integrated Advisors Network
Dallas,
Texas
| – | -$512K | -5,112 | Closed |
|
|
RFG
104
RFP Financial Group
Atlanta,
Georgia
| – | -$262K | -2,618 | Closed |
|
|
CIC
105
Cutler Investment Counsel
Jacksonville,
Oregon
| – | -$238K | -2,377 | Closed |
|
|
TC
106
TownSquare Capital
Provo,
Utah
| – | -$224K | -2,234 | Closed |
|
107
Citadel Advisors
Miami,
Florida
| – | -$208K | -2,077 | Closed |
|
|
CC
108
Cultivar Capital
Denton,
Texas
| – | -$24K | -240 | Closed |
|
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.