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

Vanguard Short-Term Tax-Exempt Bond ETF logo
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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)
163
Total
Institutional Inflows
(last 12 months)
$447.21M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$34.61M
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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
10/24/2025Beacon Bank & Trust82,413$8.40M1.8%+228.3%0.602%
10/24/2025Life Planning Partners Inc2,603$265K0.2%N/A0.019%
10/24/2025Sterling Financial Planning Inc.30,144$3.07M1.0%+2.8%0.220%
10/23/2025HB Wealth Management LLC19,481$1.99M0.0%+363.8%0.142%
10/23/2025Bridgewealth Advisory Group LLC9,782$997K0.2%+1.0%0.071%
10/22/2025 MassMutual Private Wealth & Trust FSB3,100$316K0.0%-46.6%0.023%
10/22/2025 McIlrath & Eck LLC3,024$308K0.0%+3.5%0.022%
10/22/2025 Tribridge Partners Financial LLC7,845$797K0.4%+147.2%0.057%
10/22/2025 Stone Summit Wealth LLC3,842$392K0.1%-22.5%0.028%
10/22/2025 Daymark Wealth Partners LLC13,467$1.37M0.0%+0.9%0.098%
10/21/2025 Global Retirement Partners LLC799$81K0.0%+691.1%0.006%
10/21/2025 SigFig Wealth Management LLC3,209$327K0.0%+19.7%0.023%
10/21/2025 PDS Planning Inc2,229$227K0.0%+9.5%0.016%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,590$1.28M0.1%N/A0.092%
10/20/2025 Avaii Wealth Management LLC2,059$210K0.1%-33.4%0.015%
10/20/2025 Single Point Partners LLC13,827$1.41M0.3%+0.9%0.101%
10/16/2025 Burney Co.11,165$1.14M0.0%-24.8%0.081%
10/16/2025 Gleason Group Inc.304,369$31.02M3.1%-0.5%2.222%
10/15/2025 Alhambra Investment Management LLC10,800$1.10M0.5%+38.5%0.079%
10/15/2025 Hanson & Doremus Investment Management1,462$149K0.0%+78.1%0.011%
10/14/2025 Farther Finance Advisors LLC10,344$1.05M0.0%+195.8%0.076%
10/14/2025 Evanson Asset Management LLC25,793$2.63M0.2%+3.6%0.188%
10/14/2025 TCI Wealth Advisors Inc.39,500$4.03M0.2%N/A0.288%
10/10/2025 Kathleen S. Wright Associates Inc.15,160$1.55M0.6%+1.7%0.111%
10/9/2025 CGN Advisors LLC2,311$236K0.0%N/A0.017%
10/9/2025 Allodium Investment Consultants LLC15,877$1.62M0.9%+38.1%0.116%
10/9/2025 Eclectic Associates Inc. ADV39,023$3.98M0.7%+15.0%0.285%
10/8/2025 Genesis Private Wealth LLC30,220$3.08M1.3%+13.1%0.221%
10/7/2025 Thrive Wealth Management LLC6,741$687K0.1%+41.0%0.049%
9/26/2025Corient Private Wealth LLC162,071$16.36M0.0%-10.6%1.467%
9/4/2025Osaic Holdings Inc.30,371$3.07M0.0%+39.7%0.275%
8/28/2025Midwestern Financial LLC IA2,925$295K0.3%N/A0.026%
8/27/2025 Tribridge Partners Financial LLC3,173$320K0.2%N/A0.029%
8/27/2025Orion Porfolio Solutions LLC2,892$292K0.0%-53.9%0.026%
8/15/2025Corient Private Wealth LLC324,142$32.72M0.0%+78.8%2.933%
8/15/2025Stonebridge Capital Advisors LLC79,841$8.06M0.6%+4.2%0.723%
8/15/2025Orion Porfolio Solutions LLC2,892$292K0.0%-53.9%0.026%
8/15/2025MML Investors Services LLC6,602$666K0.0%-5.8%0.060%
8/15/2025 McIlrath & Eck LLC2,922$295K0.0%-19.9%0.026%
8/15/2025Modern Wealth Management LLC12,075$1.22M0.0%+397.9%0.109%
8/15/2025Boothbay Fund Management LLC9,250$934K0.0%N/A0.084%
8/15/2025Bank of America Corp DE220,608$22.27M0.0%+37.6%1.996%
8/14/2025Jane Street Group LLC90,085$9.09M0.0%+126.9%0.815%
8/14/2025Raymond James Financial Inc.82,238$8.30M0.0%+13.9%0.744%
8/14/2025Betterment LLC3,044$307K0.0%N/A0.028%
8/14/2025Karpus Management Inc.232,100$23.43M0.8%+1,057.6%2.100%
8/14/2025Main Street Financial Solutions LLC4,598$464K0.0%+3.3%0.042%
8/14/2025NewEdge Advisors LLC13,168$1.33M0.0%+121.9%0.119%
8/13/2025Per Stirling Capital Management LLC.6,292$635K0.1%+1.6%0.057%
8/13/2025Flow Traders U.S. LLC3,680$371K0.0%-52.4%0.033%
8/13/2025Brown Advisory Inc.33,726$3.40M0.0%-15.1%0.305%
8/13/2025EverSource Wealth Advisors LLC8,957$904K0.0%-38.8%0.081%
8/13/2025Beacon Pointe Advisors LLC33,311$3.36M0.0%+819.9%0.301%
8/13/2025Boston Family Office LLC2,250$227K0.0%N/A0.020%
8/13/2025Willis Johnson & Associates Inc.3,130$316K0.0%N/A0.028%
8/13/2025Northwestern Mutual Wealth Management Co.4,542$458K0.0%N/A0.041%
8/13/2025Integrity Investment Advisors LLC13,422$1.36M1.0%-1.1%0.121%
8/13/2025Maia Wealth LLC3,513$355K0.1%+16.0%0.032%
8/12/2025Laurel Wealth Advisors LLC1,385,053$139.79M0.1%+10,377.7%12.534%
8/12/2025Seeds Investor LLC165,459$16.70M3.9%+30.3%1.497%
8/12/2025Passive Capital Management LLC.26,131$2.63M0.8%+3.8%0.236%
8/12/2025Lodestone Wealth Management LLC2,450$247K0.1%N/A0.022%
8/11/2025VSM Wealth Advisory LLC4,968$501K0.2%+42.2%0.044%
8/11/2025Brown Wealth Management LLC23,948$2.42M0.8%+806.1%0.211%
8/11/2025Diversified Portfolios Inc.20,508$2.07M0.2%+2.6%0.181%
8/11/2025Wescott Financial Advisory Group LLC637,076$64.30M6.2%-1.6%5.625%
8/8/2025Firestone Capital Management42,860$4.33M1.0%-5.8%0.378%
8/8/2025Cetera Investment Advisers103,246$10.42M0.0%+48.1%0.912%
8/8/2025Altiora Financial Group LLC38,831$3.92M0.8%-7.8%0.343%
8/8/2025Burling Wealth Partners LLC2,689$271K0.1%N/A0.024%
8/7/2025Mayport LLC20,649$2.08M0.5%-28.7%0.182%
8/7/2025Hughes Financial Services LLC68,439$6.94M1.2%-0.5%0.604%
8/6/2025Bryn Mawr Trust Advisors LLC3,483$352K0.0%N/A0.031%
8/6/2025Savant Capital LLC40,491$4.09M0.0%+69.9%0.358%
8/5/2025Jacobson & Schmitt Advisors LLC6,807$687K0.1%N/A0.060%
8/5/2025Integrity Wealth Solutions LLC6,564$662K0.3%+24.2%0.058%
8/5/2025 Burney Co.14,843$1.50M0.1%+457.6%0.131%
8/4/2025Haven Private LLC31,015$3.13M1.4%N/A0.274%
8/4/2025Bridgewealth Advisory Group LLC9,682$977K0.2%N/A0.085%
8/4/2025Creative Financial Designs Inc. ADV38,438$3.88M0.3%+16.7%0.339%
8/4/2025Atria Investments Inc24,929$2.52M0.0%+12.6%0.220%
8/4/2025Flagship Harbor Advisors LLC9,340$943K0.0%N/A0.082%
8/4/2025 Daymark Wealth Partners LLC13,350$1.35M0.1%+3.0%0.118%
8/4/2025Bristlecone Advisors LLC2,001$202K0.0%N/A0.018%
8/1/2025SwitchPoint Financial Planning LLC11,897$1.20M1.0%-9.8%0.105%
8/1/2025Ashton Thomas Private Wealth LLC35,593$3.59M0.1%-1.4%0.314%
8/1/2025Envestnet Asset Management Inc.65,350$6.60M0.0%+26.2%0.577%
7/31/2025Topsail 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%
7/31/2025GenTrust LLC23,587$2.38M0.1%-31.0%0.208%
7/31/2025Silver Oak Advisory Group Inc.19,920$2.01M1.0%-2.6%0.176%
7/31/2025Planning Center Inc.10,664$1.08M0.1%-1.4%0.094%
7/30/2025Capital Investment Services of America Inc.76,470$7.72M0.7%-5.3%0.675%
7/30/2025BlueChip Wealth Advisors LLC28,302$2.86M1.2%+112.5%0.250%
7/30/2025Avidian Wealth Enterprises LLC3,592$363K0.0%+7.4%0.032%
7/28/2025RCS Financial Planning LLC6,990$705K0.4%-7.8%0.062%
7/28/2025Sterling Financial Planning Inc.29,326$2.96M1.0%+3.2%0.259%
7/28/2025Harbour Investments Inc.1,688$170K0.0%+40.7%0.015%
7/28/2025Cornerstone Wealth Group LLC2,249$227K0.0%N/A0.020%
7/25/2025Envestnet Portfolio Solutions Inc.4,477$452K0.0%+19.0%0.040%
(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, 204 institutional investors and hedge funds held shares of Vanguard Short-Term Tax-Exempt Bond ETF. The most heavily invested institutionals were Laurel Wealth Advisors LLC ($139.79M), Wescott Financial Advisory Group LLC ($64.30M), Gleason Group Inc. ($31.02M), Karpus Management Inc. ($23.43M), Bank of America Corp DE ($22.27M), Seeds Investor LLC ($16.70M), and Corient Private Wealth LLC ($16.36M).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 200 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: Laurel Wealth Advisors LLC ($1.38M), Gleason Group Inc. ($305.95K), Life Planning Partners Inc ($219.75K), Karpus Management Inc. ($212.05K), Beaird Harris Wealth Management LLC ($183.19K), Wescott Financial Advisory Group LLC ($147.45K), and Jane Street Group LLC ($147.14K).

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

Institutional investors have bought a total of 4,437,288 shares in the last 24 months. This purchase volume represents approximately $447.21M in transactions.

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

Of the 52 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), GenTrust LLC ($23.70K), Beaird Harris Wealth Management LLC ($21.60K), Corient Private Wealth LLC ($20.28K), Capital Investment Services of America Inc. ($19.70K), and Kades & Cheifetz LLC ($14.64K).

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

Institutional investors have sold a total of 343,491 shares in the last 24 months. This volume of shares sold represents approximately $34.61M in transactions.


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This page (NYSEARCA:VTES) was last updated on 10/24/2025 by MarketBeat.com Staff
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