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

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

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$150.16M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$12.06M
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VTES Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC111,510$11.18M0.0%+12.2%1.582%
2/21/2025 Vermillion Wealth Management Inc.1,526$153K0.1%N/A0.035%
2/18/2025 Headinvest LLC7,934$795K0.2%N/A0.182%
2/18/2025 McIlrath & Eck LLC3,374$338K0.0%+167.1%0.078%
2/18/2025 Elequin Capital LP1,096$110K0.0%N/A0.025%
2/18/2025 Focus Partners Advisor Solutions LLC49,383$4.95M0.1%N/A1.135%
2/17/2025 Waverly Advisors LLC5,740$575K0.0%N/A0.132%
2/17/2025 Cetera Investment Advisers26,666$2.67M0.0%-5.2%0.613%
2/17/2025 Cardiff Park Advisors LLC14,842$1.49M0.1%+110.3%0.341%
2/17/2025 Brown Wealth Management LLC2,642$265K0.1%+33.2%0.061%
2/17/2025 Bank of America Corp DE142,812$14.32M0.0%+20.8%3.283%
2/14/2025 Mercer Global Advisors Inc. ADV40,274$4.04M0.0%+334.1%0.926%
2/14/2025 Valley Financial Group Inc.2,130$214K0.1%N/A0.049%
2/14/2025 Bridgewealth Advisory Group LLC9,568$963K0.3%+11.6%0.220%
2/14/2025 Firestone Capital Management41,208$4.13M1.0%+42.5%0.947%
2/14/2025 Lido Advisors LLC2,993$300K0.0%N/A0.069%
2/14/2025 Core Wealth Advisors Inc.2,975$298K0.1%N/A0.068%
2/14/2025 Stonebridge Capital Advisors LLC71,813$7.20M0.6%+3.9%1.651%
2/14/2025 Stifel Financial Corp9,131$915K0.0%N/A0.210%
2/14/2025 OneDigital Investment Advisors LLC3,556$357K0.0%-13.7%0.082%
2/13/2025 NewEdge Advisors LLC2,644$265K0.0%N/A0.061%
2/13/2025 Main Street Financial Solutions LLC3,234$324K0.0%+4.2%0.074%
2/13/2025 Seeds Investor LLC98,034$9.83M2.8%N/A2.254%
2/13/2025 Townsquare Capital LLC2,151$216K0.0%N/A0.049%
2/13/2025 EnRich Financial Partners LLC7,006$702K0.2%+98.7%0.161%
2/13/2025 Raymond James Financial Inc.57,048$5.72M0.0%N/A1.311%
2/13/2025 Envestnet Asset Management Inc.19,941$2.00M0.0%+471.9%0.458%
2/13/2025 Wells Fargo & Company MN8,497$852K0.0%N/A0.195%
2/12/2025 Wescott Financial Advisory Group LLC631,786$63.34M6.6%+2.4%14.524%
2/12/2025 C 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%
2/12/2025 Watchman Group Inc.5,011$502K0.1%+2.7%0.115%
2/12/2025 BlueChip Wealth Advisors LLC8,226$825K0.5%+79.4%0.189%
2/12/2025 JPMorgan Chase & Co.1,705$171K0.0%-95.9%0.039%
2/12/2025 Financial Engines Advisors L.L.C.16,683$1.67M0.0%+17.3%0.384%
2/12/2025 SwitchPoint Financial Planning LLC13,339$1.34M1.3%N/A0.307%
2/11/2025 Haverford Trust Co14,215$1.43M0.0%+14.8%0.327%
2/11/2025 LPL Financial LLC22,317$2.24M0.0%+86.6%0.513%
2/11/2025 L.K. Benson & Company P.C.5,007$502K0.4%N/A0.115%
2/11/2025 VSM Wealth Advisory LLC3,159$317K0.1%N/A0.073%
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2/10/2025 Creative Financial Designs Inc. ADV29,474$2.96M0.2%+63.2%0.678%
2/10/2025 Harbour Investments Inc.960$96K0.0%+156.0%0.022%
2/10/2025 Corient Private Wealth LLC12,842$1.29M0.0%-7.8%0.295%
2/10/2025 Hughes Financial Services LLC15,362$1.54M0.3%N/A0.353%
2/10/2025 Whitegate Investment Counselors Inc.24,845$2.49M0.9%-3.3%0.571%
2/10/2025 Commonwealth Equity Services LLC18,759$1.88M0.0%+46.2%0.431%
2/10/2025 MGO Private Wealth LLC25,147$2.52M1.8%+53.7%0.578%
2/10/2025 EverSource Wealth Advisors LLC13,009$1.30M0.1%N/A0.299%
2/7/2025 HighTower Advisors LLC2,051$206K0.0%N/A0.047%
2/7/2025 Silver Oak Advisory Group Inc.19,778$1.98M1.0%+1.4%0.455%
2/7/2025 King 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%
2/6/2025 Raymond James Financial Inc.57,048$5.72M0.0%N/A1.311%
2/6/2025 Atria Investments Inc9,724$975K0.0%+111.3%0.224%
2/6/2025 Mayport LLC28,306$2.84M0.8%+13.6%0.651%
2/6/2025 Jones Financial Companies Lllp5,168$518K0.0%N/A0.119%
2/5/2025 Maia Wealth LLC2,916$294K0.1%N/A0.067%
2/5/2025 US Bancorp DE550$55K0.0%N/A0.013%
2/5/2025 Passive Capital Management LLC.25,091$2.52M0.9%N/A0.577%
2/5/2025 GenTrust LLC41,385$4.15M0.2%+2.1%0.951%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC2,920$293K0.1%N/A0.067%
2/4/2025 Edge Capital Group LLC3,712$372K0.0%N/A0.085%
2/4/2025 Allodium Investment Consultants LLC8,065$809K0.7%N/A0.185%
2/3/2025 Jacobson & Schmitt Advisors LLC6,822$684K0.1%N/A0.157%
2/3/2025 Sterling Financial Planning Inc.25,649$2.57M0.9%+23.4%0.590%
2/3/2025 Private Advisor Group LLC13,416$1.35M0.0%+20.7%0.308%
1/31/2025 Truist Financial Corp3,207$322K0.0%N/A0.074%
1/31/2025 JFS Wealth Advisors LLC4,759$477K0.0%+138.0%0.109%
1/30/2025 Allworth Financial LP2,684$270K0.0%N/A0.062%
1/30/2025 Life Planning Partners Inc106,666$10.69M0.1%N/A2.452%
1/29/2025 PrairieView Partners LLC27,090$2.72M0.3%+4.6%0.623%
1/29/2025 Diversified Portfolios Inc.25,436$2.55M0.3%-14.4%0.585%
1/29/2025 Avidian Wealth Enterprises LLC2,847$285K0.0%N/A0.065%
1/29/2025 Single Point Partners LLC11,715$1.17M0.3%N/A0.269%
1/28/2025 Stone Summit Wealth LLC5,673$569K0.2%-2.1%0.130%
1/27/2025 Capital Investment Services of America Inc.81,020$8.12M0.8%-15.8%1.863%
1/27/2025 Kathleen S. Wright Associates Inc.6,400$642K0.3%+113.3%0.147%
1/24/2025 Deroy & Devereaux Private Investment Counsel Inc.2,280$229K0.0%-24.3%0.052%
1/23/2025 Crews Bank & Trust5,550$556K0.1%N/A0.128%
1/23/2025 Planning Center Inc.10,819$1.09M0.1%-2.8%0.249%
1/23/2025 RCS Financial Planning LLC7,486$750K0.4%+7.1%0.172%
1/22/2025 Integrity 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%
1/17/2025 Daymark Wealth Partners LLC11,354$1.14M0.0%+8.1%0.261%
1/17/2025 Dakota Wealth Management7,100$712K0.0%N/A0.163%
1/17/2025 Genesis Private Wealth LLC18,675$1.87M1.0%N/A0.429%
1/16/2025 Evanson Asset Management LLC25,757$2.58M0.2%+0.5%0.592%
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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%
12/26/2024 JPMorgan Chase & Co.41,195$4.18M0.0%+11.6%0.947%
12/2/2024 Beaird Harris Wealth Management LLC170,579$17.30M1.5%-4.0%3.921%
11/19/2024 McIlrath & Eck LLC1,263$128K0.0%N/A0.029%
11/15/2024 MML Investors Services LLC3,115$316K0.0%-13.3%0.072%
(Data available from 1/1/2016 forward)

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VTES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTES shares?

During the previous two years, 140 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), Wealth Enhancement Advisory Services LLC ($11.18M), Life Planning Partners Inc ($10.69M), San Luis Wealth Advisors LLC ($10.44M), and Seeds Investor LLC ($9.83M).Learn more on VTES's institutional investors.

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

Of the 136 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 2,272,883 shares in the last 24 months. This purchase volume represents approximately $228.70M in transactions.

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

Of the 27 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. ($15.15K), Kades & Cheifetz LLC ($14.64K), Beaird Harris Wealth Management LLC ($12.61K), Diversified Portfolios Inc. ($12.06K), and GenTrust LLC ($5.91K).

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

Institutional investors have sold a total of 163,618 shares in the last 24 months. This volume of shares sold represents approximately $16.37M in transactions.


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This page (NYSEARCA:VTES) was last updated on 3/31/2025 by MarketBeat.com Staff
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