We are live on ! Find out more
VTES icon

Vanguard Short-Term Tax-Exempt Bond ETF

101 hedge funds and large institutions have $228M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

18% more capital invested

Capital invested by funds: $194M → $228M (+$34.1M)

9% more funds holding

Funds holding: 93101 (+8)

1.11% more ownership

Funds ownership: 42.63%43.74% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
1
Wescott Financial Advisory Group
Pennsylvania
$62.6M +$3.54M +35,133 +6%
BHWM
2
Beaird Harris Wealth Management
Texas
$17.3M -$725K -7,189 -4%
Bank of America
3
Bank of America
North Carolina
$12M +$41.5K +412 +0.3%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$2.02M +19,991 +25%
CISOA
5
Capital Investment Services of America
Wisconsin
$9.75M +$363K +3,600 +4%
SLWA
6
San Luis Wealth Advisors
California
$9.57M +$2.53M +25,116 +36%
Jane Street
7
Jane Street
New York
$7.41M +$5.75M +57,057 +356%
SCA
8
Stonebridge Capital Advisors
Minnesota
$7.01M +$643K +6,381 +10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.52M +$5.02M +49,827 +1,091%
KC
10
Kades & Cheifetz
Pennsylvania
$4.62M +$237K +2,346 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$4.18M +$431K +4,274 +12%
G
12
GenTrust
Florida
$4.11M -$595K -5,906 -13%
AFG
13
Altiora Financial Group
Ohio
$3.78M
DPI
14
Diversified Portfolios Inc
Michigan
$3.02M -$81.9K -812 -3%
FCM
15
Firestone Capital Management
Florida
$2.93M +$102K +1,012 +4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.85M +$1.2M +11,879 +73%
PP
17
PrairieView Partners
Minnesota
$2.63M +$2.22M +22,026 +567%
WIC
18
Whitegate Investment Counselors
New Hampshire
$2.61M -$10.6K -105 -0.4%
EAM
19
Evanson Asset Management
California
$2.6M +$7.66K +76 +0.3%
ML
20
Mayport LLC
Massachusetts
$2.53M +$432K +4,286 +21%
BEW
21
Burton Enright Welch
California
$2.46M +$434K +4,305 +22%
FTUS
22
Flow Traders U.S.
New York
$2.14M +$2.12M +21,075 New
SFP
23
Sterling Financial Planning
New Jersey
$2.11M +$173K +1,715 +9%
SOAG
24
Silver Oak Advisory Group
Oregon
$1.98M +$116K +1,154 +6%
CFD
25
Creative Financial Designs
Indiana
$1.83M +$372K +3,687 +26%

VTES Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q3 2024, worth a combined $228M — up 18% from $194M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTES positions and 7 closed out — a net gain of 9 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $5.75M. The largest seller was Raymond James & Associates, cutting an estimated $4.72M.

  • 101 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q3 2024, up from 93 in Q2 2024.
  • Funds reported $228M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 16 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q3 2024 and 7 closed out, a net change of +9 holders.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q3 2024 was Jane Street, an estimated $5.75M added.
  • The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q3 2024 was Raymond James & Associates, an estimated $4.72M sold.

Based on aggregated 13F filings for Q3 2024.