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Vanguard Short-Term Tax-Exempt Bond ETF (VTES) Institutional Ownership

$100.33 +0.12 (+0.12%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$106.47M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.20M
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VTES Institutional Buying and Selling by Quarter

Vanguard Short-Term Tax-Exempt Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Daymark Wealth Partners LLC11,354$1.14M0.0%+8.1%0.261%
1/17/2025Dakota Wealth Management7,100$712K0.0%N/A0.163%
1/17/2025Genesis Private Wealth LLC18,675$1.87M1.0%N/A0.429%
1/16/2025Evanson Asset Management LLC25,757$2.58M0.2%+0.5%0.592%
1/15/2025 Alhambra Investment Management LLC4,800$481K0.2%N/A0.110%
1/14/2025 Lakewood Asset Management LLC4,678$469K0.3%-3.4%0.108%
1/14/2025 Laurel Wealth Advisors LLC11,717$1.18M0.2%+17.0%0.269%
1/14/2025 San Luis Wealth Advisors LLC104,168$10.44M2.0%+10.4%2.395%
1/13/2025 Gleason Group Inc.9,144$917K0.2%N/A0.210%
1/13/2025 Kades & Cheifetz LLC30,924$3.10M1.6%-32.1%0.711%
12/26/2024JPMorgan Chase & Co.41,195$4.18M0.0%+11.6%0.947%
12/2/2024Beaird Harris Wealth Management LLC170,579$17.30M1.5%-4.0%3.921%
11/19/2024McIlrath & Eck LLC1,263$128K0.0%N/A0.029%
11/15/2024MML Investors Services LLC3,115$316K0.0%-13.3%0.072%
11/15/2024Jane Street Group LLC73,066$7.41M0.0%+356.4%1.680%
11/14/2024Flow Traders U.S. LLC21,075$2.14M0.1%N/A0.484%
11/12/2024Wescott Financial Advisory Group LLC617,037$62.58M6.7%+6.0%14.185%
11/12/2024GenTrust LLC40,521$4.11M0.2%-12.7%0.932%
11/8/2024Silver Oak Advisory Group Inc.19,511$1.98M1.0%+6.3%0.449%
11/6/2024OneDigital Investment Advisors LLC4,121$418K0.0%+10.0%0.095%
11/6/2024Diversified Portfolios Inc.29,728$3.02M0.3%-2.7%0.683%
11/6/2024Main Street Financial Solutions LLC3,105$315K0.0%+6.3%0.071%
11/5/2024Haverford Trust Co12,386$1.26M0.0%+8.5%0.285%
11/5/2024Savvy Advisors Inc.9,292$942K0.2%+4.5%0.214%
11/1/2024Atria Investments Inc4,601$467K0.0%+90.8%0.106%
11/1/2024 Essex Savings Bank2,490$253K0.1%N/A0.057%
11/1/2024Oxbow Advisors LLC5,619$570K0.1%N/A0.129%
11/1/2024Stone Point Wealth LLC5,792$587K0.2%-3.9%0.133%
10/31/2024Concurrent Investment Advisors LLC2,758$280K0.0%N/A0.063%
10/30/2024Capital Investment Services of America Inc.96,170$9.75M0.9%+3.9%2.211%
10/29/2024Carmichael Hill & Associates Inc.299$30K0.0%N/A0.007%
10/28/2024Creative Financial Designs Inc. ADV18,065$1.83M0.2%+25.6%0.415%
10/28/2024Deroy & Devereaux Private Investment Counsel Inc.3,010$305K0.0%-14.0%0.069%
10/25/2024JFS Wealth Advisors LLC2,000$203K0.0%N/A0.046%
10/24/2024 Wealth Enhancement Advisory Services LLC99,401$10.08M0.0%+25.2%2.285%
10/22/2024Private Advisor Group LLC11,115$1.13M0.0%-5.1%0.256%
10/22/2024RCS Financial Planning LLC6,990$709K0.4%+13.1%0.161%
10/22/2024 Eastern Bank908$92K0.0%N/A0.021%
10/21/2024Trellis Wealth Advisors LLC3,636$369K0.2%-7.0%0.084%
10/21/2024Integrity Wealth Solutions LLC2,655$269K0.2%-23.0%0.061%
10/16/2024Avaii Wealth Management LLC2,957$300K0.2%-18.0%0.068%
10/16/2024Mayport LLC24,919$2.53M0.8%+20.8%0.573%
10/16/2024Annapolis Financial Services LLC557$56K0.0%+31.7%0.013%
10/10/2024 CVA Family Office LLC2,085$211K0.0%+1,778.4%0.048%
10/10/2024Retirement Planning Group LLC1,977$201K0.0%N/A0.045%
10/9/2024 San Luis Wealth Advisors LLC94,370$9.57M2.0%+36.3%2.169%
10/8/2024Daymark Wealth Partners LLC10,505$1.07M0.0%+16.6%0.241%
10/8/2024ACT Wealth Management LLC6,071$616K0.3%N/A0.140%
10/7/2024 Lakewood Asset Management LLC4,845$491K0.3%+27.1%0.111%
10/5/2024Eclectic Associates Inc. ADV2,614$265K0.1%N/A0.060%
10/2/2024 Kades & Cheifetz LLC45,564$4.62M2.6%+5.4%1.047%
8/22/2024Cetera Investment Advisers16,252$1.63M0.0%+27.9%0.374%
8/15/2024Beaird Harris Wealth Management LLC177,768$17.79M1.7%-2.5%4.087%
8/15/2024Daymark Wealth Partners LLC9,010$902K0.0%+138.9%0.207%
8/14/2024Wescott Financial Advisory Group LLC581,904$58.23M6.8%+7.9%13.377%
8/14/2024Bridgewealth Advisory Group LLC8,523$853K0.4%N/A0.196%
8/12/2024Mercer Global Advisors Inc. ADV12,217$1.22M0.0%+484.0%0.281%
8/10/2024Firestone Capital Management27,911$2.79M0.8%+57.3%0.642%
8/8/2024Main Street Financial Solutions LLC2,920$292K0.0%+34.7%0.067%
8/5/2024Private Advisor Group LLC11,711$1.17M0.0%+19.3%0.269%
8/3/2024MGO Private Wealth LLC13,433$1.34M0.8%N/A0.309%
8/2/2024Silver Oak Advisory Group Inc.18,357$1.84M1.0%+7.2%0.422%
7/31/2024Commonwealth Equity Services LLC9,483$949K0.0%-10.9%0.218%
7/31/2024Rothschild Investment LLC500$50K0.0%N/A0.011%
7/30/2024Trellis Wealth Advisors LLC3,911$391K0.2%N/A0.090%
7/30/2024Sterling Financial Planning Inc.19,070$1.91M0.8%-12.1%0.438%
7/29/2024Deroy & Devereaux Private Investment Counsel Inc.3,500$350K0.0%N/A0.080%
7/25/2024RFP Financial Group LLC2,618$262K0.1%-46.8%0.060%
7/24/2024Family Firm Inc.2,012$201K0.0%N/A0.046%
7/23/2024Diversified Portfolios Inc.30,540$3.06M0.4%-18.5%0.702%
7/22/2024RCS Financial Planning LLC6,182$619K0.4%+4.0%0.142%
7/20/2024Capital Investment Services of America Inc.92,570$9.26M0.9%+15.2%2.128%
7/19/2024Raymond James & Associates51,379$5.14M0.0%+5.3%1.181%
7/18/2024Sinecera Capital LLC9,961$997K1.3%+28.0%0.229%
7/18/2024 Lakewood Asset Management LLC3,812$381K0.3%+58.2%0.088%
7/18/2024Mayport LLC20,633$2.07M0.7%+24.8%0.474%
7/17/2024Annapolis Financial Services LLC423$42K0.0%+57.8%0.010%
7/16/2024 Wealth Enhancement Advisory Services LLC79,410$7.95M0.0%+12.6%1.826%
7/13/2024Evanson Asset Management LLC25,558$2.56M0.2%+1.9%0.588%
7/2/2024Massmutual Trust Co. FSB ADV8,118$812K0.0%N/A0.187%
5/15/2024Beaird Harris Wealth Management LLC182,318$18.36M1.8%-0.5%4.191%
5/15/2024Stonebridge Capital Advisors LLC37,740$3.80M0.3%N/A0.868%
5/9/2024RFP Financial Group LLC4,924$496K0.2%-28.8%0.113%
5/9/2024HBK Sorce Advisory LLC4,539$457K0.0%+6.0%0.104%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,258$227K0.0%-45.8%0.052%
5/6/2024 Kades & Cheifetz LLC37,424$3.77M2.4%+91.7%0.940%
5/4/2024Silver Oak Advisory Group Inc.17,119$1.72M1.0%+7.5%0.430%
5/2/2024 Graypoint LLC16,400$1.65M0.1%N/A0.412%
5/2/2024Haverford Trust Co10,500$1.06M0.0%N/A0.264%
5/2/2024Whitegate Investment Counselors Inc.26,580$2.68M0.8%+11.9%0.668%
4/30/2024Private Advisor Group LLC9,816$988K0.0%+17.2%0.247%
4/30/2024Commonwealth Equity Services LLC10,646$1.07M0.0%+37.8%0.267%
4/22/2024Raymond James & Associates48,793$4.91M0.0%+2.5%1.226%
4/22/2024 Lakewood Asset Management LLC2,409$243K0.2%N/A0.061%
4/18/2024Integrity Wealth Solutions LLC3,430$345K0.2%-6.4%0.205%
4/17/2024Annapolis Financial Services LLC268$27K0.0%N/A0.016%
4/16/2024 Financial Management Professionals Inc.700$70K0.0%+133.3%0.042%
4/16/2024 Wealth Enhancement Advisory Services LLC70,531$7.10M0.0%N/A4.223%
4/15/2024Sinecera Capital LLC7,784$784K1.1%+20.9%0.466%
4/15/2024 Bowman & Co S.C.9,715$978K0.6%N/A0.582%
(Data available from 1/1/2016 forward)

VTES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTES shares?

During the previous two years, 92 institutional investors and hedge funds held shares of Vanguard Short-Term Tax-Exempt Bond ETF. The most heavily invested institutionals were Wescott Financial Advisory Group LLC ($62.58M), Beaird Harris Wealth Management LLC ($17.30M), San Luis Wealth Advisors LLC ($10.44M), Wealth Enhancement Advisory Services LLC ($10.08M), Capital Investment Services of America Inc. ($9.75M), Jane Street Group LLC ($7.41M), and Landmark Financial Advisors LLC ($5.39M).Learn more on VTES's institutional investors.

Which institutional investors have been buying Vanguard Short-Term Tax-Exempt Bond ETF stock?

Of the 90 institutional investors that purchased Vanguard Short-Term Tax-Exempt Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beaird Harris Wealth Management LLC ($183.19K), Wescott Financial Advisory Group LLC ($117.19K), Wealth Enhancement Advisory Services LLC ($99.40K), Capital Investment Services of America Inc. ($81.67K), Jane Street Group LLC ($57.06K), Landmark Financial Advisors LLC ($53.12K), and Raymond James & Associates ($51.38K).

How much institutional buying is happening at Vanguard Short-Term Tax-Exempt Bond ETF?

Institutional investors have bought a total of 1,388,750 shares in the last 24 months. This purchase volume represents approximately $140.06M in transactions.

Which Vanguard Short-Term Tax-Exempt Bond ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold Vanguard Short-Term Tax-Exempt Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFP Financial Group LLC ($41.02K), Kades & Cheifetz LLC ($14.64K), Beaird Harris Wealth Management LLC ($12.61K), Diversified Portfolios Inc. ($7.77K), GenTrust LLC ($5.91K), RCS Financial Planning LLC ($4.25K), and Sterling Financial Planning Inc. ($2.62K).

How much institutional selling is happening at Vanguard Short-Term Tax-Exempt Bond ETF?

Institutional investors have sold a total of 98,304 shares in the last 24 months. This volume of shares sold represents approximately $9.83M in transactions.


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This page (NYSEARCA:VTES) was last updated on 1/18/2025 by MarketBeat.com Staff
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