Vanguard Short-Term Tax-Exempt Bond ETF
VTES
93 hedge funds and large institutions have $194M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
83% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 18
25% more capital invested
Capital invested by funds: $155M → $194M (+$38.9M)
19% more funds holding
Funds holding: 78 → 93 (+15)
3.35% more ownership
Funds ownership: 39.28% → 42.63% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$6.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.66M |
| 3 |
G
GenTrust
Miami,
Florida
|
+$4.64M |
| 4 |
WFAG
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
+$4.25M |
| 5 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPP
Single Point Partners
Boston,
Massachusetts
|
-$993K |
| 2 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
-$695K |
| 3 |
FF
Francis Financial
|
-$463K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$457K |
| 5 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
-$455K |
VTES Hedge Fund Activity: Q2 2024 in Review
93 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q2 2024, worth a combined $194M — up 25% from $155M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new VTES positions and 8 closed out — a net gain of 16 holders — while 33 added to existing stakes and 18 trimmed.
The largest buyer was San Luis Wealth Advisors, opening a new position worth an estimated $6.92M. The largest seller was Single Point Partners, exiting entirely with an estimated $993K sold.
- 93 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q2 2024, up from 78 in Q1 2024.
- Funds reported $194M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q2 2024, up 25% quarter-over-quarter.
- 24 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q2 2024 and 8 closed out, a net change of +16 holders.
- The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q2 2024 was San Luis Wealth Advisors, an estimated $6.92M added.
- The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q2 2024 was Single Point Partners, an estimated $993K sold.
Based on aggregated 13F filings for Q2 2024.