Vanguard Short-Term Tax-Exempt Bond ETF
VTES
136 hedge funds and large institutions have $264M invested in Vanguard Short-Term Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 9 closing their positions.
456% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 9
163% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 19
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more funds holding
Funds holding: 101 → 136 (+35)
16% more capital invested
Capital invested by funds: $228M → $264M (+$35.4M)
1.61% more ownership
Funds ownership: 43.74% → 45.35% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Seeds Investor
New York
|
+$9.88M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$4.98M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.12M |
| 4 |
PCM
Passive Capital Management
Baltimore,
Maryland
|
+$2.53M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.41M |
| 2 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
-$4.1M |
| 3 |
JP Morgan Chase
New York
|
-$3.98M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.82M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.7M |
VTES Hedge Fund Activity: Q4 2024 in Review
136 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) for Q4 2024, worth a combined $264M — up 16% from $228M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new VTES positions and 9 closed out — a net gain of 41 holders — while 50 added to existing stakes and 19 trimmed.
The largest buyer was Seeds Investor, opening a new position worth an estimated $9.88M. The largest seller was Jane Street, exiting entirely with an estimated $7.41M sold.
- 136 institutional investors held Vanguard Short-Term Tax-Exempt Bond ETF (VTES) as of Q4 2024, up from 101 in Q3 2024.
- Funds reported $264M of Vanguard Short-Term Tax-Exempt Bond ETF stock for Q4 2024, up 16% quarter-over-quarter.
- 50 funds opened new Vanguard Short-Term Tax-Exempt Bond ETF positions in Q4 2024 and 9 closed out, a net change of +41 holders.
- The largest Vanguard Short-Term Tax-Exempt Bond ETF buyer in Q4 2024 was Seeds Investor, an estimated $9.88M added.
- The largest Vanguard Short-Term Tax-Exempt Bond ETF seller in Q4 2024 was Jane Street, an estimated $7.41M sold.
Based on aggregated 13F filings for Q4 2024.