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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)
118
Total
Institutional Inflows
(last 12 months)
$157.06M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$16.06M
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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
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%
4/29/2025 Envestnet Asset Management Inc.51,783$5.21M0.0%+159.7%0.566%
4/29/2025 SwitchPoint Financial Planning LLC13,188$1.33M1.3%-1.1%0.144%
4/29/2025 OneDigital Investment Advisors LLC3,873$389K0.0%+8.9%0.042%
4/29/2025 Sterling Financial Planning Inc.28,424$2.86M1.0%+10.8%0.311%
4/28/2025 Whitegate Investment Counselors Inc.21,130$2.12M0.8%-15.0%0.231%
4/25/2025 Avidian Wealth Enterprises LLC3,344$336K0.0%+17.5%0.044%
4/25/2025 Essex Financial Services Inc.8,170$821K0.1%-3.5%0.108%
4/25/2025 Stonebridge Financial Group LLC1,576$158K0.0%N/A0.021%
4/24/2025 Stone Summit Wealth LLC4,340$436K0.1%-23.5%0.057%
4/23/2025 GenTrust LLC34,167$3.43M0.2%-17.4%0.450%
4/23/2025 Allodium Investment Consultants LLC10,217$1.03M0.8%+26.7%0.134%
4/23/2025 Creative Financial Designs Inc. ADV32,932$3.31M0.3%+11.7%0.433%
4/23/2025 Daymark Wealth Partners LLC12,959$1.30M0.1%+14.1%0.171%
4/22/2025 Diversified Portfolios Inc.19,994$2.01M0.2%-21.4%0.263%
4/22/2025 JFS Wealth Advisors LLC2,759$277K0.0%-42.0%0.036%
4/22/2025 Integrity Wealth Solutions LLC5,286$531K0.3%+113.5%0.070%
4/22/2025 Garde Capital Inc.405$41K0.0%N/A0.005%
4/22/2025 Aspire Private Capital LLC11,976$1.20M0.3%N/A0.158%
4/22/2025 Mayport LLC28,968$2.91M0.8%+2.3%0.381%
4/22/2025 Evanson Asset Management LLC24,819$2.50M0.2%-3.6%0.327%
4/21/2025 Avior Wealth Management LLC6,090$612K0.0%+1,118.0%0.080%
4/21/2025 Envestnet Portfolio Solutions Inc.3,761$378K0.0%N/A0.049%
4/21/2025 MGO Private Wealth LLC41,306$4.15M2.9%+64.3%0.544%
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%
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2/21/2025 Vermillion 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%
2/14/2025 OneDigital 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%
2/13/2025 EnRich Financial Partners LLC7,006$702K0.2%+98.7%0.161%
2/13/2025Raymond 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%
2/13/2025Wells 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%
2/12/2025 SwitchPoint 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%
2/11/2025 L.K. Benson & Company P.C.5,007$502K0.4%N/A0.115%
2/11/2025VSM Wealth Advisory LLC3,159$317K0.1%N/A0.073%
2/10/2025 Creative 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%
2/10/2025 Whitegate 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%
2/10/2025 MGO 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%
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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%
2/6/2025 Mayport 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%
2/5/2025 GenTrust LLC41,385$4.15M0.2%+2.1%0.951%
(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, 149 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 145 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 2,452,316 shares in the last 24 months. This purchase volume represents approximately $246.73M in transactions.

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

Of the 34 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), Diversified Portfolios Inc. ($17.50K), Capital Investment Services of America Inc. ($15.40K), Kades & Cheifetz LLC ($14.64K), GenTrust LLC ($13.12K), and Beaird Harris Wealth Management LLC ($12.61K).

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

Institutional investors have sold a total of 203,592 shares in the last 24 months. This volume of shares sold represents approximately $20.39M in transactions.


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This page (NYSEARCA:VTES) was last updated on 5/1/2025 by MarketBeat.com Staff
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