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

Vanguard Short-Term Tax-Exempt Bond ETF logo
$100.80 +0.04 (+0.04%)
As of 07/3/2025 05:00 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)
130
Total
Institutional Inflows
(last 12 months)
$186.79M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$17.25M
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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
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%
5/16/2025Ashton 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%
5/15/2025Focus 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%
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%
5/12/2025C2P 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%
5/9/2025Silver Oak Advisory Group Inc.20,448$2.06M1.1%+3.4%0.223%
5/9/2025PrairieView Partners LLC40,868$4.11M0.4%+50.9%0.447%
5/8/2025Altiora Financial Group LLC42,118$4.23M0.9%+13.0%0.460%
5/8/2025Harbour Investments Inc.1,200$121K0.0%+25.0%0.013%
5/7/2025Foundations Investment Advisors LLC3,447$346K0.0%N/A0.038%
5/7/2025LPL Financial LLC21,177$2.13M0.0%-5.1%0.231%
5/6/2025Cetera Investment Advisers69,712$7.01M0.0%+161.4%0.762%
5/6/2025Burney Co.2,662$268K0.0%N/A0.029%
5/6/2025BlueChip Wealth Advisors LLC13,319$1.34M0.6%+61.9%0.146%
5/6/2025VSM Wealth Advisory LLC3,494$351K0.1%+10.6%0.038%
5/6/2025Kathleen S. Wright Associates Inc.9,800$985K0.4%+53.1%0.107%
5/6/2025Integrity Investment Advisors LLC13,574$1.36M1.2%N/A0.148%
5/5/2025TAGStone Capital Inc.25,576$2.57M1.3%N/A0.280%
5/5/2025Kestra Private Wealth Services LLC10,943$1.10M0.0%N/A0.120%
5/5/2025Private Advisor Group LLC18,230$1.83M0.0%+35.9%0.199%
5/2/2025Montis Financial LLC4,456$448K0.1%N/A0.049%
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5/2/2025Bridgewater Advisors Inc.6,797$680K0.1%N/A0.074%
5/2/2025Firestone Capital Management45,505$4.57M1.2%+10.4%0.497%
5/2/2025Dakota Wealth Management16,200$1.63M0.0%+128.2%0.177%
5/1/2025Hughes Financial Services LLC68,801$6.91M1.4%+347.9%0.752%
5/1/2025Oxbow Advisors LLC5,357$538K0.1%-4.7%0.059%
4/30/2025Cerity Partners LLC3,794$381K0.0%N/A0.041%
4/30/2025Brown Advisory Inc.39,708$3.99M0.0%+105.1%0.434%
4/29/2025Envestnet Asset Management Inc.51,783$5.21M0.0%+159.7%0.566%
4/29/2025SwitchPoint Financial Planning LLC13,188$1.33M1.3%-1.1%0.144%
4/29/2025OneDigital Investment Advisors LLC3,873$389K0.0%+8.9%0.042%
4/29/2025Sterling Financial Planning Inc.28,424$2.86M1.0%+10.8%0.311%
4/28/2025Whitegate Investment Counselors Inc.21,130$2.12M0.8%-15.0%0.231%
4/25/2025Avidian Wealth Enterprises LLC3,344$336K0.0%+17.5%0.044%
4/25/2025Essex Financial Services Inc.8,170$821K0.1%-3.5%0.108%
4/25/2025Stonebridge Financial Group LLC1,576$158K0.0%N/A0.021%
4/24/2025Stone Summit Wealth LLC4,340$436K0.1%-23.5%0.057%
4/23/2025GenTrust LLC34,167$3.43M0.2%-17.4%0.450%
4/23/2025Allodium Investment Consultants LLC10,217$1.03M0.8%+26.7%0.134%
4/23/2025Creative Financial Designs Inc. ADV32,932$3.31M0.3%+11.7%0.433%
4/23/2025Daymark Wealth Partners LLC12,959$1.30M0.1%+14.1%0.171%
4/22/2025Diversified Portfolios Inc.19,994$2.01M0.2%-21.4%0.263%
4/22/2025JFS Wealth Advisors LLC2,759$277K0.0%-42.0%0.036%
4/22/2025Integrity Wealth Solutions LLC5,286$531K0.3%+113.5%0.070%
4/22/2025 Garde Capital Inc.405$41K0.0%N/A0.005%
4/22/2025Aspire Private Capital LLC11,976$1.20M0.3%N/A0.158%
4/22/2025Mayport LLC28,968$2.91M0.8%+2.3%0.381%
4/22/2025Evanson Asset Management LLC24,819$2.50M0.2%-3.6%0.327%
4/21/2025Avior Wealth Management LLC6,090$612K0.0%+1,118.0%0.080%
4/21/2025Envestnet Portfolio Solutions Inc.3,761$378K0.0%N/A0.049%
4/21/2025MGO Private Wealth LLC41,306$4.15M2.9%+64.3%0.544%
4/18/2025San Luis Wealth Advisors LLC94,625$9.51M2.0%-9.2%1.245%
4/17/2025Berkshire Bank17,693$1.78M0.4%+108.6%0.233%
4/16/2025Avaii Wealth Management LLC2,530$254K0.1%-5.9%0.033%
4/16/2025Capital Investment Services of America Inc.80,770$8.12M0.8%-0.3%1.063%
4/16/2025Wealth Enhancement Advisory Services LLC103,581$10.41M0.0%-7.1%1.363%
4/16/2025CVA Family Office LLC3,503$352K0.1%-22.2%0.046%
4/15/2025Laurel Wealth Advisors LLC13,219$1.33M0.2%+12.8%0.174%
4/14/2025Daymark Wealth Partners LLC12,959$1.30M0.0%+14.1%0.171%
4/14/2025Single Point Partners LLC12,269$1.23M0.2%+4.7%0.161%
4/14/2025Pillar Financial Advisors LLC8,013$805K0.6%+5.6%0.105%
4/11/2025Principia Wealth Advisory LLC941$94K0.1%N/A0.012%
4/11/2025Gleason Group Inc.47,468$4.77M0.9%+419.1%0.625%
4/11/2025Eagle Rock Investment Company LLC3,500$352K0.1%N/A0.046%
4/10/2025Eclectic Associates Inc. ADV24,419$2.45M0.7%+126.5%0.321%
3/17/2025Wealth 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%
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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%
(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, 164 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), Bank of America Corp DE ($14.32M), Beaird Harris Wealth Management LLC ($11.61M), 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 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 160 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: 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), Seeds Investor LLC ($98.03K), and Jane Street Group LLC ($96.76K).

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

Institutional investors have bought a total of 1,859,561 shares in the last 24 months. This purchase volume represents approximately $186.79M in transactions.

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

Of the 35 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: JPMorgan Chase & Co. ($39.49K), Beaird Harris Wealth Management LLC ($26.15K), Diversified Portfolios Inc. ($17.50K), Capital Investment Services of America Inc. ($15.40K), Kades & Cheifetz LLC ($14.64K), GenTrust LLC ($13.12K), 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 171,753 shares in the last 24 months. This volume of shares sold represents approximately $17.25M in transactions.


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This page (NYSEARCA:VTES) was last updated on 7/5/2025 by MarketBeat.com Staff
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