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

Vanguard Short-Term Tax-Exempt Bond ETF logo
$101.51 0.00 (0.00%)
As of 08/8/2025 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)
152
Total
Institutional Inflows
(last 12 months)
$243.66M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$28.90M
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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
8/8/2025 Firestone Capital Management42,860$4.33M1.0%-5.8%0.378%
8/8/2025 Cetera Investment Advisers103,246$10.42M0.0%+48.1%0.912%
8/8/2025 Altiora Financial Group LLC38,831$3.92M0.8%-7.8%0.343%
8/8/2025 Burling Wealth Partners LLC2,689$271K0.1%N/A0.024%
8/7/2025 Mayport LLC20,649$2.08M0.5%-28.7%0.182%
8/7/2025 Hughes Financial Services LLC68,439$6.94M1.2%-0.5%0.604%
8/6/2025 Bryn Mawr Trust Advisors LLC3,483$352K0.0%N/A0.031%
8/6/2025 Savant Capital LLC40,491$4.09M0.0%+69.9%0.358%
8/5/2025 Jacobson & Schmitt Advisors LLC6,807$687K0.1%N/A0.060%
8/5/2025 Integrity Wealth Solutions LLC6,564$662K0.3%+24.2%0.058%
8/5/2025 Burney Co.14,843$1.50M0.1%+457.6%0.131%
8/4/2025 Haven Private LLC31,015$3.13M1.4%N/A0.274%
8/4/2025 Bridgewealth Advisory Group LLC9,682$977K0.2%N/A0.085%
8/4/2025 Creative Financial Designs Inc. ADV38,438$3.88M0.3%+16.7%0.339%
8/4/2025 Atria Investments Inc24,929$2.52M0.0%+12.6%0.220%
8/4/2025 Flagship Harbor Advisors LLC9,340$943K0.0%N/A0.082%
8/4/2025 Daymark Wealth Partners LLC13,350$1.35M0.1%+3.0%0.118%
8/4/2025 Bristlecone Advisors LLC2,001$202K0.0%N/A0.018%
8/1/2025 SwitchPoint Financial Planning LLC11,897$1.20M1.0%-9.8%0.105%
8/1/2025 Ashton Thomas Private Wealth LLC35,593$3.59M0.1%-1.4%0.314%
8/1/2025 Envestnet Asset Management Inc.65,350$6.60M0.0%+26.2%0.577%
7/31/2025 Topsail Wealth Management LLC51,100$5.16M0.9%N/A0.451%
7/31/2025 Kathleen S. Wright Associates Inc.14,900$1.50M0.6%+52.0%0.132%
7/31/2025 GenTrust LLC23,587$2.38M0.1%-31.0%0.208%
7/31/2025 Silver Oak Advisory Group Inc.19,920$2.01M1.0%-2.6%0.176%
7/31/2025 Planning Center Inc.10,664$1.08M0.1%-1.4%0.094%
7/30/2025 Capital Investment Services of America Inc.76,470$7.72M0.7%-5.3%0.675%
7/30/2025 BlueChip Wealth Advisors LLC28,302$2.86M1.2%+112.5%0.250%
7/30/2025 Avidian Wealth Enterprises LLC3,592$363K0.0%+7.4%0.032%
7/28/2025 RCS Financial Planning LLC6,990$705K0.4%-7.8%0.062%
7/28/2025 Sterling Financial Planning Inc.29,326$2.96M1.0%+3.2%0.259%
7/28/2025 Harbour Investments Inc.1,688$170K0.0%+40.7%0.015%
7/28/2025 Cornerstone Wealth Group LLC2,249$227K0.0%N/A0.020%
7/25/2025 Envestnet Portfolio Solutions Inc.4,477$452K0.0%+19.0%0.040%
7/25/2025 Quantum Financial Planning Services Inc.5,079$513K0.2%N/A0.045%
7/25/2025 Concurrent Investment Advisors LLC2,726$275K0.0%-3.5%0.024%
7/25/2025 PrairieView Partners LLC29,572$2.98M0.3%-27.6%0.261%
7/24/2025 Eastern Bank500$50K0.0%N/A0.004%
7/24/2025 PDS Planning Inc2,035$205K0.0%N/A0.018%
7/24/2025 Blair William & Co. IL11,014$1.11M0.0%N/A0.097%
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7/23/2025 ETF Portfolio Partners Inc.4,990$504K0.1%N/A0.044%
7/23/2025 Asset Planning Corporation2,133$215K0.1%N/A0.019%
7/23/2025 Pillar Financial Advisors LLC7,506$758K0.5%-6.3%0.066%
7/22/2025 MGO Private Wealth LLC44,419$4.48M2.9%+7.5%0.392%
7/22/2025 Gutierrez Wealth Advisory LLC15,376$1.55M1.0%N/A0.136%
7/21/2025 Trellis Wealth Advisors LLC3,496$353K0.2%-4.8%0.031%
7/21/2025 Single Point Partners LLC13,705$1.38M0.3%+11.7%0.121%
7/18/2025 Magnolia Private Wealth LLC4,168$421K0.3%N/A0.037%
7/18/2025 SigFig Wealth Management LLC2,681$271K0.0%N/A0.024%
7/18/2025 Truist Financial Corp26,042$2.63M0.0%+545.9%0.230%
7/17/2025 XML Financial LLC3,415$345K0.0%N/A0.031%
7/17/2025 Gleason Group Inc.305,954$30.88M3.3%+544.5%2.750%
7/17/2025 HB Wealth Management LLC4,200$424K0.0%N/A0.038%
7/17/2025 Elser Financial Planning Inc2,117$214K0.0%N/A0.019%
7/17/2025 Hanson & Doremus Investment Management821$83K0.0%N/A0.007%
7/17/2025 Vermillion Wealth Management Inc.1,544$156K0.1%-44.3%0.014%
7/17/2025 Genesis Private Wealth LLC26,715$2.70M1.3%+10.7%0.240%
7/17/2025 San Luis Wealth Advisors LLC15,548$1.57M0.3%-83.6%0.140%
7/17/2025 Stone Summit Wealth LLC4,959$501K0.2%+14.3%0.045%
7/17/2025 Avior Wealth Management LLC7,190$726K0.0%+18.1%0.065%
7/16/2025 BOS Asset Management LLC1,990$201K0.1%N/A0.018%
7/16/2025 Dakota Wealth Management29,200$2.95M0.1%+80.2%0.262%
7/15/2025 Avaii Wealth Management LLC3,093$312K0.1%+22.3%0.028%
7/15/2025 Alhambra Investment Management LLC7,800$787K0.4%+62.5%0.070%
7/14/2025 Physician Wealth Advisors Inc.360$36K0.0%+82.7%0.003%
7/11/2025 Physician Wealth Solutions Inc.8,130$821K0.4%N/A0.073%
7/11/2025 Farther Finance Advisors LLC3,497$353K0.0%+599.4%0.032%
7/10/2025 Wealth Enhancement Advisory Services LLC100,144$10.10M0.0%-3.3%0.904%
7/9/2025 Thrive Wealth Management LLC4,780$482K0.1%N/A0.043%
7/9/2025 Berkshire Bank25,101$2.53M0.6%+41.9%0.227%
7/9/2025 MassMutual Private Wealth & Trust FSB5,807$586K0.0%N/A0.052%
6/2/2025Modern Wealth Management LLC2,425$244K0.0%N/A0.025%
5/20/2025Focus Partners Wealth6,080$611K0.0%N/A0.063%
5/19/2025Jane Street Group LLC39,707$3.99M0.0%N/A0.411%
5/19/2025SCS Capital Management LLC2,772$279K0.0%N/A0.029%
5/16/2025McIlrath & Eck LLC3,650$367K0.0%+8.2%0.040%
5/16/2025 Ashton Thomas Private Wealth LLC36,084$3.63M0.1%N/A0.394%
5/16/2025Jones Financial Companies Lllp28,506$2.87M0.0%+451.6%0.312%
5/16/2025NewEdge Advisors LLC5,935$597K0.0%+124.5%0.065%
5/16/2025Beaird Harris Wealth Management LLC115,487$11.61M1.0%-11.1%1.262%
5/15/2025Core Wealth Advisors Inc.3,969$399K0.1%+33.4%0.043%
5/15/2025 Focus Partners Advisor Solutions LLC49,152$4.94M0.1%-0.5%0.537%
5/15/2025Graney & King LLC557$56K0.0%N/A0.006%
5/14/2025Per Stirling Capital Management LLC.6,190$622K0.1%+55.3%0.068%
5/14/2025Haverford Trust Co18,115$1.82M0.0%+27.4%0.198%
5/14/2025Wescott Financial Advisory Group LLC647,297$65.06M6.7%+2.5%7.074%
5/14/2025Flow Traders U.S. LLC7,732$777K0.0%+86.2%0.085%
5/14/2025Accredited Wealth Management LLC1,360$137K0.1%+478.7%0.015%
5/13/2025Elequin Capital LP502$50K0.0%-54.2%0.005%
5/13/2025Raymond James Financial Inc.72,223$7.26M0.0%+26.6%0.789%
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5/13/2025EverSource Wealth Advisors LLC14,624$1.47M0.1%+12.4%0.160%
5/13/2025HighTower Advisors LLC2,437$245K0.0%+18.8%0.027%
5/12/2025Financial Engines Advisors L.L.C.28,407$2.86M0.0%+70.3%0.310%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,514$956K0.1%N/A0.104%
5/12/2025Maia Wealth LLC3,029$302K0.1%+3.9%0.033%
5/9/2025 Silver Oak Advisory Group Inc.20,448$2.06M1.1%+3.4%0.223%
5/9/2025 PrairieView Partners LLC40,868$4.11M0.4%+50.9%0.447%
5/8/2025 Altiora Financial Group LLC42,118$4.23M0.9%+13.0%0.460%
5/8/2025 Harbour Investments Inc.1,200$121K0.0%+25.0%0.013%
5/7/2025 Foundations Investment Advisors LLC3,447$346K0.0%N/A0.038%
(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, 188 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 ($65.06M), Gleason Group Inc. ($30.88M), Bank of America Corp DE ($14.32M), Beaird Harris Wealth Management LLC ($11.61M), Life Planning Partners Inc ($10.69M), Cetera Investment Advisers ($10.42M), and Wealth Enhancement Advisory Services LLC ($10.10M).Learn more on Vanguard Short-Term Tax-Exempt Bond ETF's institutional investors.

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

Of the 184 institutional investors that purchased Vanguard Short-Term Tax-Exempt Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gleason Group Inc. ($305.95K), Life Planning Partners Inc ($217.15K), Beaird Harris Wealth Management LLC ($183.19K), Wescott Financial Advisory Group LLC ($147.45K), Raymond James Financial Inc. ($129.27K), Wealth Enhancement Advisory Services LLC ($111.51K), and Seeds Investor LLC ($98.03K).

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

Institutional investors have bought a total of 2,412,343 shares in the last 24 months. This purchase volume represents approximately $242.65M in transactions.

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

Of the 43 institutional investors that sold Vanguard Short-Term Tax-Exempt Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: San Luis Wealth Advisors LLC ($88.62K), JPMorgan Chase & Co. ($39.49K), Beaird Harris Wealth Management LLC ($26.15K), GenTrust LLC ($23.70K), Capital Investment Services of America Inc. ($19.70K), Kades & Cheifetz LLC ($14.64K), and Wealth Enhancement Advisory Services LLC ($11.37K).

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

Institutional investors have sold a total of 287,076 shares in the last 24 months. This volume of shares sold represents approximately $28.90M in transactions.


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This page (NYSEARCA:VTES) was last updated on 8/10/2025 by MarketBeat.com Staff
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