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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
AF
101
Allworth Financial
California
$270K +$270K +2,684 New
AWM
102
Avaii Wealth Management
Wisconsin
$269K -$27.1K -269 -9%
NA
103
NewEdge Advisors
Louisiana
$265K +$266K +2,644 New
BWM
104
Brown Wealth Management
Illinois
$265K +$66.3K +658 +33%
ESB
105
Essex Savings Bank
Connecticut
$250K – – –
IWS
106
Integrity Wealth Solutions
Colorado
$248K -$18K -179 -7%
RDFA
107
Ritter Daniher Financial Advisory
Ohio
$246K – – –
LFA
108
Level Financial Advisors
New York
$230K – – –
DDPIC
109
Deroy & Devereaux Private Investment Counsel
Michigan
$229K -$73.5K -730 -24%
RWM
110
Rialto Wealth Management
New York
$218K +$219K +2,170 New
TC
111
TownSquare Capital
Utah
$216K +$217K +2,151 New
VFG
112
Valley Financial Group
Pennsylvania
$214K +$215K +2,130 New
HighTower Advisors
113
HighTower Advisors
Illinois
$206K +$207K +2,051 New
TFF
114
The Family Firm
Maryland
$205K +$2.02K +20 +1%
CMBA
115
C.M. Bidwell & Associates
Hawaii
$184K +$184K +1,831 New
JP Morgan Chase
116
JP Morgan Chase
New York
$171K -$3.98M -39,490 -96%
VWM
117
Vermillion Wealth Management
Minnesota
$153K +$154K +1,526 New
CWC
118
Carolinas Wealth Consulting
North Carolina
$147K +$1.41K +14 +1%
GFPC
119
Global Financial Private Client
Florida
$123K – – –
EC
120
Elequin Capital
New York
$110K +$110K +1,096 New
HI
121
Harbour Investments
Wisconsin
$96.2K +$58.9K +585 +156%
FMP
122
Financial Management Professionals
Texas
$70.2K – – –
US Bancorp
123
US Bancorp
Minnesota
$55.1K +$55.4K +550 New
AWM
124
Avior Wealth Management
Nebraska
$50.1K – – –
FFA
125
Farther Finance Advisors
California
$50.1K – – –
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.