Vanguard Short-Term Tax-Exempt Bond ETF
VTES
33 hedge funds and large institutions have $102M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 5 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 2
250% more capital inflows, than outflows
Capital inflows: $30.6M | Capital outflows: $8.74M
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
43% more funds holding
Funds holding: 23 → 33 (+10)
5.35% more ownership
Funds ownership: 19.8% → 25.15% (+5.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.45M |
| 2 |
JP Morgan Chase
New York
|
+$6.77M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.45M |
| 4 |
Beaird Harris Wealth Management
Dallas,
Texas
|
+$2.84M |
| 5 |
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$3.67M |
| 2 |
Goldman Sachs
New York
|
-$3.26M |
| 3 |
Raymond James Trust
St. Petersburg,
Florida
|
-$766K |
| 4 |
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
-$369K |
| 5 |
Breakwater Capital Group
Paramus,
New Jersey
|
-$357K |
VTES Hedge Fund Activity: Q3 2023 in Review
33 of the 6,315 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q3 2023, worth a combined $102M — up 25% from $81.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new VTES positions and 5 closed out — a net gain of 10 holders — while 14 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $8.45M. The largest seller was RFP Financial Group, cutting an estimated $3.67M.
- 33 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q3 2023, up from 23 in Q2 2023.
- Funds reported $102M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q3 2023, up 25% quarter-over-quarter.
- 15 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q3 2023 and 5 closed out, a net change of +10 holders.
- The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q3 2023 was Jane Street, an estimated $8.45M added.
- The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q3 2023 was RFP Financial Group, an estimated $3.67M sold.
Based on aggregated 13F filings for Q3 2023.