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

Vanguard Short-Term Tax-Exempt Bond ETF logo
$99.18 +0.15 (+0.15%)
Closing price 04:10 PM Eastern
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$99.18 +0.00 (+0.01%)
As of 05:55 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)
196
Total
Institutional Inflows
(last 12 months)
$246.95M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$196.43M
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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
10/13/2026Level Financial Advisors3,693$364K0.1%+61.1%0.010%
10/13/2026Avior Wealth Management LLC30,320$2.99M0.1%N/A0.082%
10/10/2026Roan Capital Partners7,111$701K0.5%-3.0%0.019%
10/10/2026Armstrong Advisory Group Inc.808$80K0.0%N/A0.002%
10/9/2026Capital Advisors Wealth Management LLC14,326$1.41M0.2%-66.4%0.039%
10/9/2026Wedmont Private Capital44,303$4.38M0.1%+386.7%0.120%
10/9/2026McNaughton Wealth Management LLC16,827$1.66M0.6%+24.9%0.045%
10/9/2026Eclectic Associates Inc. ADV74,806$7.38M0.8%N/A0.202%
10/9/2026First Heartland Consultants Inc.5,641$556K0.0%N/A0.015%
10/8/2026Farther Finance Advisors LLC63,017$6.21M0.0%+21.5%0.170%
10/8/2026Apella Capital LLC81,600$8.04M0.1%+27.2%0.220%
10/8/2026Avidian Wealth Enterprises LLC7,530$742K0.0%N/A0.020%
10/8/2026Valeo Financial Advisors LLC12,290$1.21M0.0%N/A0.033%
10/7/2026Cassilly Financial Group LLC2,296$226K0.2%N/A0.010%
10/7/2026Lake Hills Wealth Management LLC3,672$362K0.2%-9.8%0.015%
10/7/2026American National Bank & Trust1,475$145K0.0%N/A0.006%
9/23/2026Envestnet Portfolio Solutions Inc.6,783$687K0.0%+20.7%0.028%
9/23/2026Envestnet Asset Management Inc.100,525$10.18M0.0%+8.9%0.419%
9/9/2026Sequoia Financial Advisors LLC3,549$360K0.0%-18.8%0.017%
9/9/2026Integrated Wealth Concepts LLC24,896$2.52M0.0%+27.4%0.120%
9/9/2026NewEdge Advisors LLC34,423$3.49M0.0%+17.1%0.167%
9/9/2026Baird Financial Group Inc.5,913$599K0.0%+145.0%0.029%
9/8/2026Allworth Financial LP10,886$1.10M0.0%+67.1%0.053%
9/8/2026Waverly Advisors LLC13,293$1.35M0.0%+1.1%0.064%
8/28/2026Cornerstone Financial Management LLC5,922$600K0.5%+3.9%0.029%
8/27/2026Corient Private Wealth LP35,688$3.62M0.0%-79.1%0.173%
8/23/2026Washington Trust Advisors Inc.2,347$238K0.0%+5.8%0.011%
8/23/2026Wedmont Private Capital9,102$920K0.0%+14.6%0.044%
8/23/2026Beaird Harris Wealth Management LLC94,970$9.62M0.6%-4.0%0.459%
8/23/2026HB Wealth Management LLC18,250$1.85M0.0%-14.6%0.088%
8/22/2026Concurrent Investment Advisors LLC8,137$824K0.0%-5.5%0.039%
8/21/2026Mayport LLC63,855$6.47M1.0%+3.0%0.309%
8/21/2026Firestone Capital Management51,071$5.17M1.0%-12.9%0.247%
8/21/2026Bedel Financial Consulting Inc.38,035$3.85M0.4%+9.3%0.184%
8/21/2026Triumph Capital Management1,500$152K0.0%+50.0%0.007%
8/3/2026Beacon Bank & Trust96,154$9.74M1.1%+2.0%0.465%
7/10/2026Sunesis Advisors LLC18,511$1.88M0.8%+73.4%0.090%
7/9/2026Roan Capital Partners7,332$743K0.6%-4.3%0.035%
7/9/2026Worth Asset Management LLC3,497$354K0.1%N/A0.017%
7/8/2026Beaird Harris Wealth Management LLC94,970$9.62M0.6%-4.0%0.459%
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7/8/2026Beacon Bank & Trust96,154$9.74M1.9%+2.0%0.465%
7/8/2026Strategic Investment Solutions Inc. IL1,472$149K0.0%-24.6%0.007%
7/8/2026First Heartland Consultants Inc.5,007$507K0.0%-12.2%0.024%
7/8/2026Apella Capital LLC64,172$6.49M0.1%-2.0%0.310%
7/8/2026Evanson Financial LLC27,075$2.74M0.1%N/A0.137%
7/8/2026Eclectic Associates Inc. ADV61,227$6.20M0.7%+19.7%0.310%
7/8/2026Thrive Wealth Management LLC7,493$759K0.1%+11.2%0.036%
7/7/2026McNaughton Wealth Management LLC13,472$1.37M0.5%+171.8%0.068%
7/7/2026Avior Wealth Management LLC25,970$2.63M0.1%+27.5%0.132%
7/7/2026CoreCap Advisors LLC5,908$599K0.0%+23.1%0.030%
6/3/2026NewEdge Advisors LLC29,392$2.97M0.0%+95.8%0.162%
5/19/2026McIlrath & Eck LLC5,854$592K0.0%+63.0%0.032%
5/19/2026Winnow Wealth LLC16,246$1.64M1.3%N/A0.090%
5/19/2026Bank of America Corp DE378,943$38.33M0.0%+35.8%2.088%
5/18/2026EverSource Wealth Advisors LLC6,337$641K0.0%-59.7%0.035%
5/18/2026Royal Bank of Canada36,374$3.68M0.0%+72.5%0.200%
5/16/2026Quantinno Capital Management LP11,416$1.16M0.0%+52.0%0.063%
5/15/2026Cardiff Park Advisors LLC13,828$1.40M0.1%-2.0%0.076%
5/15/2026Waverly Advisors LLC13,143$1.33M0.0%+37.7%0.072%
5/14/2026Compound Planning Inc.2,949$298K0.0%N/A0.016%
5/14/2026Modern Wealth Management LLC9,366$947K0.0%-46.4%0.052%
5/13/2026Cetera Investment Advisers115,283$11.66M0.0%-0.8%0.635%
5/13/2026Signature Equity Partners LLC2,364$239K0.1%+165.3%0.013%
5/13/2026NewEdge Wealth LLC3,335$337K0.0%N/A0.018%
5/13/2026Alesco Advisors LLC An ESL Co2,800$283K0.0%+19.7%0.015%
5/8/2026Burling Wealth Partners LLC2,399$243K0.0%-25.5%0.013%
5/8/2026Stone Loft Wealth Management LLC8,500$860K0.6%N/A0.047%
5/7/2026Eaton Cambridge Inc.23,659$2.39M0.7%+17.7%0.130%
5/6/2026Sterling Financial Planning Inc.32,976$3.34M1.0%+3.7%0.182%
5/6/2026Independent Financial Group LLC3,150$319K0.0%N/A0.017%
5/5/2026Sanctuary Advisors LLC4,465$452K0.0%+31.6%0.025%
5/5/2026BlueChip Wealth Advisors LLC40,091$4.06M1.8%+31.8%0.221%
5/5/2026MB Generational Wealth LLC4,154$420K0.2%+33.1%0.023%
5/4/2026Bryn Mawr Trust Advisors LLC3,678$372K0.0%+5.6%0.020%
5/4/2026Integrity Wealth Solutions LLC6,723$680K0.3%+4.1%0.037%
5/4/2026Bedel Financial Consulting Inc.34,807$3.52M0.4%-78.9%0.192%
5/2/2026Silver Oak Advisory Group Inc.23,866$2.41M1.0%+8.8%0.131%
5/2/2026Valmark Advisers Inc.2,295$232K0.0%N/A0.013%
5/1/2026180 Wealth Advisors LLC2,500$253K0.0%N/A0.014%
5/1/2026Sequoia Financial Advisors LLC4,371$442K0.0%+12.1%0.024%
4/30/2026Kestra Advisory Services LLC7,151$723K0.0%+38.3%0.039%
4/30/2026Integrity Investment Advisors LLC19,759$2.00M1.1%+43.3%0.109%
4/30/2026SwitchPoint Financial Planning LLC12,448$1.26M0.9%+5.0%0.069%
4/30/2026Frankly Finances LLC21,401$2.16M2.0%+0.6%0.118%
4/29/2026Burney Co.8,967$907K0.0%-26.8%0.049%
4/29/2026Beacon Bank & Trust94,228$9.53M2.0%+4.1%0.519%
4/28/2026Stephens Inc. AR5,250$531K0.0%N/A0.029%
4/28/2026Pennsylvania Capital Management Inc. ADV6,896$697K0.2%+80.9%0.038%
4/27/2026TCI Wealth Advisors Inc.38,667$3.91M0.2%-2.5%0.213%
4/27/2026HB Wealth Management LLC21,377$2.16M0.0%+5.1%0.118%
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4/27/2026Private Advisor Group LLC36,926$3.74M0.0%+2.5%0.203%
4/27/2026Financial Plan Inc.2,783$281K0.0%+22.3%0.015%
4/24/2026Root Financial Partners LLC975$99K0.0%-60.8%0.005%
4/22/2026Hurlow Wealth Management Group Inc.4,896$495K0.1%+30.9%0.027%
4/22/2026Aspire Private Capital LLC29,028$2.94M0.7%+5.3%0.160%
4/21/2026Compass Advisory Group LLC2,950$298K0.1%+8.6%0.016%
4/21/2026RCS Financial Planning LLC6,656$673K0.3%-4.8%0.037%
4/20/2026Kestra Private Wealth Services LLC3,606$365K0.0%+16.6%0.020%
4/20/2026Apella Capital LLC65,504$6.65M0.1%+29.8%0.361%
4/20/2026Surience Private Wealth LLC24,415$2.47M2.7%+628.4%0.135%


VTES Institutional Ownership - Frequently Asked Questions

During the previous two years, 282 institutional investors and hedge funds held shares of Vanguard Short-Term Tax-Exempt Bond ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($133.42M), Wescott Financial Advisory Group LLC ($67.91M), Bank of America Corp DE ($38.33M), Gleason Group Inc. ($28.79M), TIAA Trust National Association ($28.56M), Karpus Management Inc. ($23.43M), and Seeds Investor LLC ($19.25M).Learn more on Vanguard Short-Term Tax-Exempt Bond ETF's institutional investors.

Of the 265 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), TIAA Trust National Association ($281.17K), Bank of America Corp DE ($224.18K), Life Planning Partners Inc ($215.94K), Karpus Management Inc. ($212.05K), and Raymond James Financial Inc. ($199.15K).

Institutional investors have bought a total of 2,435,389 shares in the last 24 months. This purchase volume represents approximately $246.95M in transactions.

Of the 71 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: Laurel Wealth Advisors LLC ($1.37M), Corient Private Wealth LP ($134.95K), Bedel Financial Consulting Inc. ($129.97K), Mercer Global Advisors Inc. ADV ($61.26K), Creative Financial Designs Inc. ADV ($32.17K), Capital Advisors Wealth Management LLC ($28.37K), and Gleason Group Inc. ($22.51K).

Institutional investors have sold a total of 1,930,796 shares in the last 24 months. This volume of shares sold represents approximately $196.43M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:VTES is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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