Vanguard Short-Term Tax-Exempt Bond ETF
VTES
23 hedge funds and large institutions have $81.6M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
320% more capital invested
Capital invested by funds: $19.4M → $81.6M (+$62.2M)
188% more funds holding
Funds holding: 8 → 23 (+15)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
17.99% more ownership
Funds ownership: 30.34% → 48.33% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFAG
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
+$44.5M |
| 2 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
+$4.59M |
| 3 |
LFA
Landmark Financial Advisors
Bowling Green,
Kentucky
|
+$4.34M |
| 4 |
Goldman Sachs
New York
|
+$3.27M |
| 5 |
CISOA
Capital Investment Services of America
Milwaukee,
Wisconsin
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$604K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$459K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$386K |
VTES Hedge Fund Activity: Q2 2023 in Review
23 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q2 2023, worth a combined $81.6M — up 320% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VTES positions and 2 closed out — a net gain of 15 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Wescott Financial Advisory Group, opening a new position worth an estimated $44.5M. The largest seller was Jane Street, cutting an estimated $604K.
- 23 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q2 2023, up from 8 in Q1 2023.
- Funds reported $81.6M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q2 2023, up 320% quarter-over-quarter.
- 17 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q2 2023 and 2 closed out, a net change of +15 holders.
- The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q2 2023 was Wescott Financial Advisory Group, an estimated $44.5M added.
- The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q2 2023 was Jane Street, an estimated $604K sold.
Based on aggregated 13F filings for Q2 2023.