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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

77 hedge funds and large institutions have $155M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

3% more funds holding

Funds holding: 75 → 77 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17.09% less ownership

Funds ownership: 56.26% → 39.18% (-17%)

34% less capital invested

Capital invested by funds: $234M → $155M (-$78.7M)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
34
Reduced
12
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.12M
2
WFAG
Wescott Financial Advisory Group
Pennsylvania
+$5.89M
3
SCA
Stonebridge Capital Advisors
Minnesota
+$3.81M
4
Bank of America
Bank of America
North Carolina
+$2.46M
5
EAM
Evanson Asset Management
California
+$2.04M

Top Sellers

1
Jane Street
Jane Street
New York
-$93.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.06M
3
FCI
Financial Counselors Inc
Kansas
-$3.96M
4
PCI
Planning Center Inc
Illinois
-$2.11M
5
WPW
Waldron Private Wealth
Pennsylvania
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1
Wescott Financial Advisory Group
Pennsylvania
$54.3M +$5.89M +58,313 +12%
BHWM
2
Beaird Harris Wealth Management
Texas
$18.4M -$88K -872 -0.5%
CISOA
3
Capital Investment Services of America
Wisconsin
$8.09M +$1.46M +14,500 +22%
Bank of America
4
Bank of America
North Carolina
$7.17M +$2.46M +24,349 +52%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$7.1M +$7.12M +70,531 New
RJA
6
Raymond James & Associates
Florida
$4.91M +$119K +1,174 +2%
SCA
7
Stonebridge Capital Advisors
Minnesota
$3.8M +$3.81M +37,740 New
DPI
8
Diversified Portfolios Inc
Michigan
$3.78M +$1.73M +17,096 +84%
KC
9
Kades & Cheifetz
Pennsylvania
$3.77M +$1.81M +17,906 +92%
WIC
10
Whitegate Investment Counselors
New Hampshire
$2.68M +$286K +2,835 +12%
EAM
11
Evanson Asset Management
California
$2.53M +$2.04M +20,191 +412%
SFP
12
Sterling Financial Planning
New Jersey
$2.18M +$427K +4,227 +24%
FCM
13
Firestone Capital Management
Florida
$1.79M +$106K +1,047 +6%
SOAG
14
Silver Oak Advisory Group
Oregon
$1.72M +$121K +1,201 +8%
ML
15
Mayport LLC
Massachusetts
$1.66M +$869K +8,610 +109%
GL
16
Graypoint LLC
New York
$1.65M +$1.66M +16,400 New
BEW
17
Burton Enright Welch
California
$1.58M +$1.58M +15,692 New
Jane Street
18
Jane Street
New York
$1.58M -$93.9M -930,347 -98%
Financial Engines Advisors
19
Financial Engines Advisors
California
$1.4M +$33.3K +330 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.28M +$424K +4,198 +49%
SA
21
Sunesis Advisors
Kansas
$1.21M – – –
PCI
22
Planning Center Inc
Illinois
$1.12M -$2.11M -20,875 -65%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.07M +$295K +2,921 +38%
HTC
24
Haverford Trust Company
Pennsylvania
$1.06M +$1.06M +10,500 New
EIA
25
Eldridge Investment Advisors
New Hampshire
$1.05M +$5.05K +50 +0.5%
1
2 3 4

VTES Hedge Fund Activity: Q1 2024 in Review

77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q1 2024, worth a combined $155M — down 34% from $234M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VTES positions and 15 closed out — a net gain of 3 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $7.12M. The largest seller was Jane Street, cutting an estimated $93.9M.

  • 77 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q1 2024, up from 75 in Q4 2023.
  • Funds reported $155M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q1 2024, down 34% quarter-over-quarter.
  • 18 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q1 2024 and 15 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $7.12M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q1 2024 was Jane Street, an estimated $93.9M sold.

Based on aggregated 13F filings for Q1 2024.