We are live on ! Find out more
VTES icon

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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $155M → $194M (+$39.3M)

21% more funds holding

Funds holding: 77 → 93 (+16)

3.45% more ownership

Funds ownership: 39.18% → 42.63% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
33
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLWA
San Luis Wealth Advisors
California
+$6.92M
2
Bank of America
Bank of America
North Carolina
+$4.66M
3
G
GenTrust
Florida
+$4.64M
4
WFAG
Wescott Financial Advisory Group
Pennsylvania
+$4.25M
5
AFG
Altiora Financial Group
Ohio
+$3.72M

Top Sellers

1
SPP
Single Point Partners
Massachusetts
-$993K
2
DPI
Diversified Portfolios Inc
Michigan
-$695K
3
FF
Francis Financial
-$463K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$457K
5
BHWM
Beaird Harris Wealth Management
Texas
-$455K
Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1
Wescott Financial Advisory Group
Pennsylvania
$58.2M +$4.25M +42,547 +8%
BHWM
2
Beaird Harris Wealth Management
Texas
$17.8M -$455K -4,550 -2%
Bank of America
3
Bank of America
North Carolina
$11.8M +$4.66M +46,634 +66%
CISOA
4
Capital Investment Services of America
Wisconsin
$9.26M +$1.22M +12,220 +15%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$7.95M +$888K +8,879 +13%
SLWA
6
San Luis Wealth Advisors
California
$6.93M +$6.92M +69,254 New
SCA
7
Stonebridge Capital Advisors
Minnesota
$6.28M +$2.5M +25,026 +66%
RJA
8
Raymond James & Associates
Florida
$5.14M +$258K +2,586 +5%
G
9
GenTrust
Florida
$4.65M +$4.64M +46,427 New
KC
10
Kades & Cheifetz
Pennsylvania
$4.32M +$579K +5,794 +15%
AFG
11
Altiora Financial Group
Ohio
$3.73M +$3.72M +37,260 New
JP Morgan Chase
12
JP Morgan Chase
New York
$3.69M +$3.69M +36,921 New
DPI
13
Diversified Portfolios Inc
Michigan
$3.06M -$695K -6,955 -19%
FCM
14
Firestone Capital Management
Florida
$2.79M +$1.02M +10,172 +57%
WIC
15
Whitegate Investment Counselors
New Hampshire
$2.58M -$77K -770 -3%
EAM
16
Evanson Asset Management
California
$2.56M +$46.7K +467 +2%
ML
17
Mayport LLC
Massachusetts
$2.06M +$410K +4,103 +25%
BEW
18
Burton Enright Welch
California
$1.99M +$423K +4,236 +27%
SFP
19
Sterling Financial Planning
New Jersey
$1.91M -$262K -2,621 -12%
SOAG
20
Silver Oak Advisory Group
Oregon
$1.84M +$124K +1,238 +7%
GL
21
Graypoint LLC
New York
$1.64M – – –
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.63M +$354K +3,545 +28%
Jane Street
23
Jane Street
New York
$1.6M +$32.9K +329 +2%
CFD
24
Creative Financial Designs
Indiana
$1.44M +$1.12M +11,251 +360%
MPW
25
MGO Private Wealth
California
$1.34M +$1.34M +13,433 New
1
2 3 4

VTES Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 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 7 closed out — a net gain of 17 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 77 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 7 closed out, a net change of +17 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.