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

Vanguard Short-Term Tax-Exempt Bond ETF logo
$101.01 -0.03 (-0.03%)
As of 04:10 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)
214
Total
Institutional Inflows
(last 12 months)
$491.96M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$195.59M
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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
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%
5/5/2026 MB Generational Wealth LLC4,154$420K0.2%+33.1%0.023%
5/4/2026 Bryn Mawr Trust Advisors LLC3,678$372K0.0%+5.6%0.020%
5/4/2026 Integrity Wealth Solutions LLC6,723$680K0.3%+4.1%0.037%
5/4/2026 Bedel Financial Consulting Inc.34,807$3.52M0.4%-78.9%0.192%
5/2/2026 Silver Oak Advisory Group Inc.23,866$2.41M1.0%+8.8%0.131%
5/2/2026 Valmark Advisers Inc.2,295$232K0.0%N/A0.013%
5/1/2026 180 Wealth Advisors LLC2,500$253K0.0%N/A0.014%
5/1/2026 Sequoia Financial Advisors LLC4,371$442K0.0%+12.1%0.024%
4/30/2026 Kestra Advisory Services LLC7,151$723K0.0%+38.3%0.039%
4/30/2026 Integrity Investment Advisors LLC19,759$2.00M1.1%+43.3%0.109%
4/30/2026 SwitchPoint Financial Planning LLC12,448$1.26M0.9%+5.0%0.069%
4/30/2026 Frankly Finances LLC21,401$2.16M2.0%+0.6%0.118%
4/29/2026 Burney Co.8,967$907K0.0%-26.8%0.049%
4/29/2026 Beacon Bank & Trust94,228$9.53M2.0%+4.1%0.519%
4/28/2026 Stephens Inc. AR5,250$531K0.0%N/A0.029%
4/28/2026 Pennsylvania Capital Management Inc. ADV6,896$697K0.2%+80.9%0.038%
4/27/2026 TCI Wealth Advisors Inc.38,667$3.91M0.2%-2.5%0.213%
4/27/2026 HB Wealth Management LLC21,377$2.16M0.0%+5.1%0.118%
4/27/2026 Private Advisor Group LLC36,926$3.74M0.0%+2.5%0.203%
4/27/2026 Financial Plan Inc.2,783$281K0.0%+22.3%0.015%
4/24/2026 Root Financial Partners LLC975$99K0.0%-60.8%0.005%
4/22/2026 Hurlow Wealth Management Group Inc.4,896$495K0.1%+30.9%0.027%
4/22/2026 Aspire Private Capital LLC29,028$2.94M0.7%+5.3%0.160%
4/21/2026 Compass Advisory Group LLC2,950$298K0.1%+8.6%0.016%
4/21/2026 RCS Financial Planning LLC6,656$673K0.3%-4.8%0.037%
4/20/2026 Kestra Private Wealth Services LLC3,606$365K0.0%+16.6%0.020%
4/20/2026 Apella Capital LLC65,504$6.65M0.1%+29.8%0.361%
4/20/2026 Surience Private Wealth LLC24,415$2.47M2.7%+628.4%0.135%
4/17/2026 Signal Advisors Wealth LLC11,888$1.20M0.1%N/A0.065%
4/17/2026 Essex Bank8,015$811K0.2%+221.9%0.044%
4/17/2026 AdvisorNet Financial Inc300$30K0.0%N/A0.002%
4/17/2026 XML Financial LLC4,266$431K0.0%-22.7%0.024%
4/16/2026 Westmount Partners LLC6,797$687K0.2%N/A0.037%
3/9/2026Corient Private Wealth LLC156,555$15.90M0.0%-4.2%0.991%
3/4/2026Rehmann Capital Advisory Group5,238$532K0.0%N/A0.033%
2/23/2026Beaird Harris Wealth Management LLC101,454$10.31M0.7%-6.2%0.642%
2/19/2026Birchwood Financial Partners Inc.350$36K0.0%N/A0.002%
2/19/2026Corient Private Wealth LLC156,555$15.90M0.0%-4.2%0.991%
2/18/2026Valley Financial Group Inc.3,399$345K0.2%+23.8%0.022%
2/18/2026Mercer Global Advisors Inc. ADV1,313,515$133.42M0.2%-4.5%8.313%
2/18/2026Beacon Pointe Advisors LLC85,411$8.68M0.1%+3.1%0.541%
2/18/2026NewEdge Advisors LLC15,010$1.53M0.0%+7.3%0.095%
2/18/2026Main Street Financial Solutions LLC5,177$526K0.0%+17.2%0.033%
2/17/2026Cetera Investment Advisers116,241$11.81M0.0%-1.4%0.736%
2/17/2026Equitable Holdings Inc.3,850$391K0.0%N/A0.024%
2/17/2026Nepc LLC299$30K0.0%N/A0.002%
2/17/2026Osaic Holdings Inc.39,441$4.01M0.0%+6.7%0.250%
2/17/2026 Private Advisor Group LLC36,036$3.66M0.0%+37.5%0.228%
2/17/2026&PARTNERS4,390$446K0.0%N/A0.028%
2/17/2026Royal Bank of Canada21,082$2.14M0.0%+101.2%0.133%
2/17/2026Blair William & Co. IL10,854$1.10M0.0%+21.2%0.069%
2/17/2026Rothschild Wealth LLC9,357$950K0.1%N/A0.059%
2/16/2026 MML Investors Services LLC6,570$667K0.0%+34.4%0.042%
2/16/2026Mariner LLC5,486$557K0.0%-18.1%0.035%
2/16/2026Cornerstone Financial Management LLC6,545$665K0.6%N/A0.041%
2/16/2026Eaton Cambridge Inc.20,104$2.04M0.7%+49.6%0.127%
2/16/2026Arax Advisory Partners13,925$1.41M0.0%N/A0.088%
2/16/2026Brown Advisory Inc.16,146$1.64M0.0%-49.8%0.102%
2/13/2026 Burton Enright Welch25,989$2.64M0.4%N/A0.164%
2/13/2026Stifel Financial Corp29,881$3.04M0.0%+75.2%0.189%
2/13/2026Graney & King LLC1,570$159K0.1%+295.5%0.010%
2/13/2026Haverford Trust Co24,550$2.49M0.0%+25.0%0.155%
2/13/2026Wells Fargo & Company MN140,189$14.24M0.0%+35.9%0.887%
2/13/2026 Integrity Investment Advisors LLC13,785$1.40M0.8%+4.8%0.087%
2/13/2026Summit Financial LLC3,626$368K0.0%N/A0.023%
2/13/2026Gould Capital LLC500$51K0.0%N/A0.003%
2/12/2026Financial Engines Advisors L.L.C.33,344$3.39M0.0%-1.6%0.211%
2/12/2026Stonebridge Capital Advisors LLC91,915$9.34M0.6%+8.3%0.582%
2/12/2026Mason Investment Advisory Services Inc.1,970$200K0.0%N/A0.012%
2/12/2026 Commonwealth Equity Services LLC87,640$8.90M0.0%+180.3%0.555%
2/12/2026Haven Private LLC32,724$3.32M1.5%+2.5%0.207%
2/12/2026Betterment LLC8,055$818K0.0%+4.8%0.051%
2/12/2026Altiora Financial Group LLC44,151$4.49M0.8%+8.4%0.279%
2/12/2026Wescott Financial Advisory Group LLC668,567$67.91M5.9%+5.1%4.231%
2/11/2026Walter & Keenan Wealth Management LLC IN ADV2,400$244K0.1%-9.4%0.015%
2/11/2026 Hughes Financial Services LLC72,147$7.33M1.2%+1.6%0.457%
2/11/2026Cerity Partners LLC4,362$443K0.0%N/A0.028%
2/11/2026TIAA Trust National Association281,168$28.56M0.1%+12.5%1.780%
2/11/2026Montis Financial LLC5,063$514K0.1%+13.6%0.032%
2/11/2026LPL Financial LLC52,133$5.30M0.0%+27.0%0.330%
2/11/2026 Vermillion Wealth Management Inc.537$55K0.0%-84.2%0.003%
2/11/2026 XML Financial LLC5,519$561K0.0%+61.6%0.035%
2/11/2026MCF Advisors LLC2,535$257K0.0%N/A0.016%
2/11/2026 Vise Technologies Inc.2,485$252K0.0%N/A0.016%
2/10/2026TAGStone Capital Inc.10,373$1.05M0.4%-6.9%0.066%
2/10/2026Goldman Sachs Group Inc.77,581$7.88M0.0%+222.2%0.491%
2/10/2026 Root Financial Partners LLC2,485$252K0.0%-11.4%0.016%
2/10/2026MGO Private Wealth LLC49,226$5M3.1%-2.6%0.312%
2/10/2026Rothschild Wealth LLC9,357$950K0.1%N/A0.059%
2/10/2026Rothschild Investment LLC1,656$168K0.0%+32.5%0.010%
2/10/2026Northwestern Mutual Wealth Management Co.5,874$597K0.0%-17.1%0.037%
2/10/2026 Savant Capital LLC106,331$10.80M0.1%+12.5%0.673%
2/9/2026Diversified Portfolios Inc.19,904$2.02M0.2%+1.8%0.126%
2/9/2026Harbour Investments Inc.5,119$520K0.0%+22.0%0.032%
2/9/2026Choate Investment Advisors17,815$1.81M0.0%+0.9%0.113%
2/9/2026Clearstead Advisors LLC24,180$2.46M0.0%+39.8%0.153%
2/6/2026EverSource Wealth Advisors LLC15,728$1.60M0.1%+20.7%0.100%
2/6/2026 Magnolia Private Wealth LLC2,592$263K0.2%-7.7%0.016%


VTES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTES shares?

During the previous two years, 266 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), Gleason Group Inc. ($28.79M), TIAA Trust National Association ($28.56M), Bank of America Corp DE ($26.50M), Karpus Management Inc. ($23.43M), and Seeds Investor LLC ($19.25M).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 256 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), Life Planning Partners Inc ($215.94K), Karpus Management Inc. ($212.05K), Raymond James Financial Inc. ($199.15K), and Mercer Global Advisors Inc. ADV ($153.05K).

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

Institutional investors have bought a total of 4,859,899 shares in the last 24 months. This purchase volume represents approximately $491.96M in transactions.

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

Of the 77 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), Bedel Financial Consulting Inc. ($129.97K), San Luis Wealth Advisors LLC ($79.08K), Mercer Global Advisors Inc. ADV ($61.26K), Corient Private Wealth LLC ($33.04K), Creative Financial Designs Inc. ADV ($32.17K), and Gleason Group Inc. ($22.51K).

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

Institutional investors have sold a total of 1,922,502 shares in the last 24 months. This volume of shares sold represents approximately $195.59M in transactions.


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This page (NYSEARCA:VTES) was last updated on 5/5/2026 by MarketBeat.com Staff.
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