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

Vanguard Short-Term Tax-Exempt Bond ETF logo
$101.16 0.00 (0.00%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$101.17 +0.01 (+0.01%)
As of 07/25/2025 04:11 PM Eastern
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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)
147
Total
Institutional Inflows
(last 12 months)
$223.38M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$25.99M
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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
7/25/2025Envestnet Portfolio Solutions Inc.4,477$452K0.0%+19.0%0.040%
7/25/2025Quantum Financial Planning Services Inc.5,079$513K0.2%N/A0.045%
7/25/2025Concurrent Investment Advisors LLC2,726$275K0.0%-3.5%0.024%
7/25/2025PrairieView 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%
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%
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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%
5/2/2025 Montis Financial LLC4,456$448K0.1%N/A0.049%
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%
5/2/2025 Dakota 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%
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4/25/2025Avidian 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%
4/23/2025GenTrust 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%
4/22/2025 JFS Wealth Advisors LLC2,759$277K0.0%-42.0%0.036%
(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, 181 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), Wealth Enhancement Advisory Services LLC ($10.10M), and Seeds Investor LLC ($9.83M).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 178 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 2,221,750 shares in the last 24 months. This purchase volume represents approximately $223.38M in transactions.

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

Of the 38 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), Capital Investment Services of America Inc. ($15.40K), Kades & Cheifetz LLC ($14.64K), GenTrust LLC ($13.12K), 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 258,312 shares in the last 24 months. This volume of shares sold represents approximately $25.99M in transactions.


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This page (NYSEARCA:VTES) was last updated on 7/26/2025 by MarketBeat.com Staff
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