Free Trial
→ Elon Reveals Why There Soon Won’t Be Any Money For Social Security (From Colonial Metals) (Ad) Buy VTES Stock  Free VTES Stock Alerts

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

$99.68 +0.02 (+0.02%)
As of 04/17/2025 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)
110
Total
Institutional Inflows
(last 12 months)
$146.83M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$13.96M
Get VTES Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Short-Term Tax-Exempt Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VTES Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025 San Luis Wealth Advisors LLC94,625$9.51M2.0%-9.2%1.245%
4/17/2025 Berkshire Bank17,693$1.78M0.4%+108.6%0.233%
4/16/2025 Avaii Wealth Management LLC2,530$254K0.1%-5.9%0.033%
4/16/2025 Capital Investment Services of America Inc.80,770$8.12M0.8%-0.3%1.063%
4/16/2025 Wealth Enhancement Advisory Services LLC103,581$10.41M0.0%-7.1%1.363%
4/16/2025 CVA Family Office LLC3,503$352K0.1%-22.2%0.046%
4/15/2025 Laurel Wealth Advisors LLC13,219$1.33M0.2%+12.8%0.174%
4/14/2025 Daymark Wealth Partners LLC12,959$1.30M0.0%+14.1%0.171%
4/14/2025 Single Point Partners LLC12,269$1.23M0.2%+4.7%0.161%
4/14/2025 Pillar Financial Advisors LLC8,013$805K0.6%+5.6%0.105%
4/11/2025 Principia Wealth Advisory LLC941$94K0.1%N/A0.012%
4/11/2025 Gleason Group Inc.47,468$4.77M0.9%+419.1%0.625%
4/11/2025 Eagle Rock Investment Company LLC3,500$352K0.1%N/A0.046%
4/10/2025 Eclectic Associates Inc. ADV24,419$2.45M0.7%+126.5%0.321%
3/17/2025 Wealth Enhancement Advisory Services LLC111,510$11.18M0.0%+12.2%1.582%
2/21/2025Vermillion Wealth Management Inc.1,526$153K0.1%N/A0.035%
2/18/2025Headinvest LLC7,934$795K0.2%N/A0.182%
2/18/2025McIlrath & Eck LLC3,374$338K0.0%+167.1%0.078%
2/18/2025Elequin Capital LP1,096$110K0.0%N/A0.025%
2/18/2025Focus Partners Advisor Solutions LLC49,383$4.95M0.1%N/A1.135%
2/17/2025Waverly Advisors LLC5,740$575K0.0%N/A0.132%
2/17/2025Cetera Investment Advisers26,666$2.67M0.0%-5.2%0.613%
2/17/2025Cardiff Park Advisors LLC14,842$1.49M0.1%+110.3%0.341%
2/17/2025Brown Wealth Management LLC2,642$265K0.1%+33.2%0.061%
2/17/2025Bank of America Corp DE142,812$14.32M0.0%+20.8%3.283%
2/14/2025Mercer Global Advisors Inc. ADV40,274$4.04M0.0%+334.1%0.926%
2/14/2025Valley Financial Group Inc.2,130$214K0.1%N/A0.049%
2/14/2025Bridgewealth Advisory Group LLC9,568$963K0.3%+11.6%0.220%
2/14/2025Firestone Capital Management41,208$4.13M1.0%+42.5%0.947%
2/14/2025Lido Advisors LLC2,993$300K0.0%N/A0.069%
2/14/2025Core Wealth Advisors Inc.2,975$298K0.1%N/A0.068%
2/14/2025Stonebridge Capital Advisors LLC71,813$7.20M0.6%+3.9%1.651%
2/14/2025Stifel Financial Corp9,131$915K0.0%N/A0.210%
2/14/2025OneDigital Investment Advisors LLC3,556$357K0.0%-13.7%0.082%
2/13/2025NewEdge Advisors LLC2,644$265K0.0%N/A0.061%
2/13/2025Main Street Financial Solutions LLC3,234$324K0.0%+4.2%0.074%
2/13/2025Seeds Investor LLC98,034$9.83M2.8%N/A2.254%
2/13/2025Townsquare Capital LLC2,151$216K0.0%N/A0.049%
2/13/2025EnRich Financial Partners LLC7,006$702K0.2%+98.7%0.161%
2/13/2025Raymond James Financial Inc.57,048$5.72M0.0%N/A1.311%
Trump Orders 'National Digital Asset Stockpile' (Ad)

Trump's Tariff Pause Creates Crypto Gold Rush This opportunity could eclipse them all…

Get my complete analysis on the #1 crypto to buy during this dip before prices bounce back.
2/13/2025Envestnet Asset Management Inc.19,941$2.00M0.0%+471.9%0.458%
2/13/2025Wells Fargo & Company MN8,497$852K0.0%N/A0.195%
2/12/2025Wescott Financial Advisory Group LLC631,786$63.34M6.6%+2.4%14.524%
2/12/2025C M Bidwell & Associates Ltd.1,831$184K0.1%N/A0.042%
2/12/2025 Life Planning Partners Inc106,666$10.69M1.5%N/A2.452%
2/12/2025Watchman Group Inc.5,011$502K0.1%+2.7%0.115%
2/12/2025BlueChip Wealth Advisors LLC8,226$825K0.5%+79.4%0.189%
2/12/2025JPMorgan Chase & Co.1,705$171K0.0%-95.9%0.039%
2/12/2025Financial Engines Advisors L.L.C.16,683$1.67M0.0%+17.3%0.384%
2/12/2025SwitchPoint Financial Planning LLC13,339$1.34M1.3%N/A0.307%
2/11/2025Haverford Trust Co14,215$1.43M0.0%+14.8%0.327%
2/11/2025LPL Financial LLC22,317$2.24M0.0%+86.6%0.513%
2/11/2025L.K. Benson & Company P.C.5,007$502K0.4%N/A0.115%
2/11/2025VSM Wealth Advisory LLC3,159$317K0.1%N/A0.073%
2/10/2025Creative Financial Designs Inc. ADV29,474$2.96M0.2%+63.2%0.678%
2/10/2025Harbour Investments Inc.960$96K0.0%+156.0%0.022%
2/10/2025Corient Private Wealth LLC12,842$1.29M0.0%-7.8%0.295%
2/10/2025Hughes Financial Services LLC15,362$1.54M0.3%N/A0.353%
2/10/2025Whitegate Investment Counselors Inc.24,845$2.49M0.9%-3.3%0.571%
2/10/2025Commonwealth Equity Services LLC18,759$1.88M0.0%+46.2%0.431%
2/10/2025MGO Private Wealth LLC25,147$2.52M1.8%+53.7%0.578%
2/10/2025EverSource Wealth Advisors LLC13,009$1.30M0.1%N/A0.299%
2/7/2025HighTower Advisors LLC2,051$206K0.0%N/A0.047%
2/7/2025Silver Oak Advisory Group Inc.19,778$1.98M1.0%+1.4%0.455%
2/7/2025King Luther Capital Management Corp10,790$1.08M0.0%N/A0.248%
2/7/2025 Pillar Financial Advisors LLC7,586$760K0.6%N/A0.174%
2/7/2025 Rialto Wealth Management LLC2,170$218K0.1%N/A0.050%
2/6/2025Raymond James Financial Inc.57,048$5.72M0.0%N/A1.311%
2/6/2025Atria Investments Inc9,724$975K0.0%+111.3%0.224%
2/6/2025Mayport LLC28,306$2.84M0.8%+13.6%0.651%
2/6/2025Jones Financial Companies Lllp5,168$518K0.0%N/A0.119%
2/5/2025Maia Wealth LLC2,916$294K0.1%N/A0.067%
2/5/2025US Bancorp DE550$55K0.0%N/A0.013%
2/5/2025Passive Capital Management LLC.25,091$2.52M0.9%N/A0.577%
2/5/2025GenTrust LLC41,385$4.15M0.2%+2.1%0.951%
2/5/2025Siligmueller & Norvid Wealth Advisors LLC2,920$293K0.1%N/A0.067%
2/4/2025Edge Capital Group LLC3,712$372K0.0%N/A0.085%
2/4/2025Allodium Investment Consultants LLC8,065$809K0.7%N/A0.185%
2/3/2025Jacobson & Schmitt Advisors LLC6,822$684K0.1%N/A0.157%
2/3/2025Sterling Financial Planning Inc.25,649$2.57M0.9%+23.4%0.590%
2/3/2025Private Advisor Group LLC13,416$1.35M0.0%+20.7%0.308%
1/31/2025Truist Financial Corp3,207$322K0.0%N/A0.074%
1/31/2025JFS Wealth Advisors LLC4,759$477K0.0%+138.0%0.109%
1/30/2025Allworth Financial LP2,684$270K0.0%N/A0.062%
1/30/2025 Life Planning Partners Inc106,666$10.69M0.1%N/A2.452%
1/29/2025PrairieView Partners LLC27,090$2.72M0.3%+4.6%0.623%
1/29/2025Diversified Portfolios Inc.25,436$2.55M0.3%-14.4%0.585%
1/29/2025Avidian Wealth Enterprises LLC2,847$285K0.0%N/A0.065%
1/29/2025 Single Point Partners LLC11,715$1.17M0.3%N/A0.269%
1/28/2025Stone Summit Wealth LLC5,673$569K0.2%-2.1%0.130%
Trump Orders 'National Digital Asset Stockpile' (Ad)

Trump's Tariff Pause Creates Crypto Gold Rush This opportunity could eclipse them all…

Get my complete analysis on the #1 crypto to buy during this dip before prices bounce back.
1/27/2025 Capital Investment Services of America Inc.81,020$8.12M0.8%-15.8%1.863%
1/27/2025Kathleen S. Wright Associates Inc.6,400$642K0.3%+113.3%0.147%
1/24/2025Deroy & Devereaux Private Investment Counsel Inc.2,280$229K0.0%-24.3%0.052%
1/23/2025Crews Bank & Trust5,550$556K0.1%N/A0.128%
1/23/2025Planning Center Inc.10,819$1.09M0.1%-2.8%0.249%
1/23/2025RCS Financial Planning LLC7,486$750K0.4%+7.1%0.172%
1/22/2025Integrity Wealth Solutions LLC2,476$248K0.1%-6.7%0.057%
1/22/2025 Berkshire Bank8,480$850K0.2%-8.6%0.195%
1/21/2025 Avaii Wealth Management LLC2,688$269K0.1%-9.1%0.062%
1/21/2025 Eclectic Associates Inc. ADV10,782$1.08M0.3%+312.5%0.248%
(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, 142 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 ($63.34M), Beaird Harris Wealth Management LLC ($17.30M), Bank of America Corp DE ($14.32M), Life Planning Partners Inc ($10.69M), Wealth Enhancement Advisory Services LLC ($10.41M), Seeds Investor LLC ($9.83M), and San Luis Wealth Advisors LLC ($9.51M).Learn more on VTES's institutional investors.

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

Of the 139 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: Life Planning Partners Inc ($217.15K), Beaird Harris Wealth Management LLC ($183.19K), Wescott Financial Advisory Group LLC ($131.94K), Raymond James Financial Inc. ($114.10K), Wealth Enhancement Advisory Services LLC ($111.51K), Seeds Investor LLC ($98.03K), and Capital Investment Services of America Inc. ($81.67K).

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

Institutional investors have bought a total of 2,342,586 shares in the last 24 months. This purchase volume represents approximately $235.70M in transactions.

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

Of the 30 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), JPMorgan Chase & Co. ($39.49K), Capital Investment Services of America Inc. ($15.40K), Kades & Cheifetz LLC ($14.64K), Beaird Harris Wealth Management LLC ($12.61K), Diversified Portfolios Inc. ($12.06K), and San Luis Wealth Advisors LLC ($9.54K).

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

Institutional investors have sold a total of 182,495 shares in the last 24 months. This volume of shares sold represents approximately $18.27M in transactions.


Related Companies

This page (NYSEARCA:VTES) was last updated on 4/18/2025 by MarketBeat.com Staff
From Our Partners
Elon Reveals Why There Soon Won’t Be Any Money For Social Security
Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a te...
Colonial Metals | Sponsored
Trump’s Secret Weapon
Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's...
American Alternative | Sponsored
Trump’s Bitcoin Reserve is No Accident…
Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new b...
Crypto 101 Media | Sponsored
100-year-old investment secret predicts what?!
A 100-year-old indicator has quietly predicted nearly every major market meltdown — including the Dot-Com Bust...
Weiss Ratings | Sponsored
The first casualty of the 2025 trade war
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
How War with China Could Start in 128 Days
The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we...
Behind the Markets | Sponsored
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored