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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)
55
Total
Institutional Inflows
(last 12 months)
$89.23M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.33M
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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
4/22/2024 Raymond James & Associates48,793$4.91M0.0%+2.5%1.226%
4/22/2024 Lakewood Asset Management LLC2,409$243K0.2%N/A0.061%
4/18/2024 Integrity Wealth Solutions LLC3,430$345K0.2%-6.4%0.205%
4/17/2024 Annapolis Financial Services LLC268$27K0.0%N/A0.016%
4/16/2024 Financial Management Professionals Inc.700$70K0.0%+133.3%0.042%
4/16/2024 Wealth Enhancement Advisory Services LLC70,531$7.10M0.0%N/A4.223%
4/15/2024 Sinecera Capital LLC7,784$784K1.1%+20.9%0.466%
4/15/2024 Bowman & Co S.C.9,715$978K0.6%N/A0.582%
4/13/2024 Evanson Asset Management LLC25,091$2.53M0.2%+412.1%1.502%
4/11/2024 Single Point Partners LLC9,864$993K0.2%+2.1%0.591%
2/27/2024Beaird Harris Wealth Management LLC183,190$18.58M1.9%+544.8%10.969%
2/14/2024Brown Wealth Management LLC2,507$254K0.1%N/A0.150%
2/14/2024Watchman Group Inc.7,356$746K0.2%+4.5%0.440%
2/14/2024Wescott Financial Advisory Group LLC481,044$48.78M6.8%+5.6%28.805%
2/13/2024Laurel Wealth Advisors LLC3,451$350K0.1%N/A0.207%
2/13/2024Landmark Financial Advisors LLC53,118$5.39M1.9%+11.2%3.181%
2/13/2024FinTrust Capital Advisors LLC3,050$309K0.1%N/A0.183%
2/12/2024Fiduciary Trust Co3,977$403K0.0%N/A0.238%
2/8/2024 Integrity Wealth Solutions LLC3,664$372K0.3%N/A0.219%
2/8/2024RCS Financial Planning LLC5,942$603K0.4%-41.7%0.356%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,169$423K0.0%N/A0.250%
2/6/2024Private Advisor Group LLC8,374$849K0.0%+44.8%0.501%
2/6/2024Whitegate Investment Counselors Inc.23,745$2.41M0.7%+202.7%1.422%
2/6/2024Eldridge Investment Advisors Inc.10,412$1.06M0.3%N/A0.623%
2/5/2024Mission Wealth Management LP2,890$293K0.0%N/A0.173%
2/5/2024Firestone Capital Management16,692$1.69M0.5%+478.0%1.000%
2/5/2024Avaii Wealth Management LLC3,012$305K0.2%N/A0.180%
2/2/2024Silver Oak Advisory Group Inc.15,918$1.61M0.9%+126.5%0.953%
1/31/2024Sterling Financial Planning Inc.17,464$1.77M0.8%+332.8%1.046%
1/31/2024Cambridge Trust Co.882$89K0.0%N/A0.053%
1/30/2024Avior Wealth Management LLC500$51K0.0%N/A0.030%
1/30/2024Diversified Portfolios Inc.20,399$2.07M0.3%N/A1.221%
1/30/2024Waldron Private Wealth LLC7,128$722K0.0%N/A0.427%
1/30/2024Kades & Cheifetz LLC19,518$1.98M1.4%N/A1.169%
1/29/2024 Mayport LLC7,920$803K0.4%+110.1%0.474%
1/26/2024Financial Counselors Inc.39,025$3.96M0.1%N/A2.337%
1/26/2024Stone Point Wealth LLC6,872$697K0.3%+73.8%0.411%
1/26/2024PrairieView Partners LLC3,883$394K0.0%+64,616.7%0.233%
1/25/2024HBK Sorce Advisory LLC4,284$434K0.0%N/A0.257%
1/25/2024Grant Street Asset Management Inc.2,291$232K0.1%N/A0.137%
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1/23/2024 Planning Center Inc.32,002$3.25M0.8%N/A1.916%
1/23/2024 Level Financial Advisors Inc.2,292$232K0.1%+179.2%0.137%
1/19/2024Life Planning Partners Inc3,818$387K0.4%N/A0.229%
1/19/2024Sunesis Advisors LLC11,984$1.22M0.7%N/A0.718%
1/18/2024 Sinecera Capital LLC6,441$653K0.7%N/A0.386%
1/18/2024 Francis Financial Inc.4,599$466K0.2%-35.2%0.275%
1/18/2024 Evanson Asset Management LLC4,900$497K0.0%N/A0.293%
1/16/2024 Raymond James Financial Services Advisors Inc.3,172$322K0.0%N/A0.190%
1/16/2024 Raymond James & Associates47,619$4.83M0.0%N/A2.851%
1/16/2024 Retirement Planning Group LLC1,977$200K0.0%N/A0.118%
1/12/2024 Financial Management Professionals Inc.300$30K0.0%N/A0.018%
1/11/2024 Single Point Partners LLC9,657$979K0.2%N/A0.578%
1/10/2024Creative Financial Designs Inc. ADV2,080$211K0.0%N/A0.125%
1/9/2024Capital Investment Services of America Inc.65,850$6.68M0.7%+118.0%3.943%
1/3/2024 FC Advisory LLC2,746$278K0.1%N/A0.164%
11/16/2023Beaird Harris Wealth Management LLC28,412$2.80M0.3%N/A1.701%
11/9/2023Watchman Group Inc.7,036$694K0.3%+1.6%0.421%
11/9/2023Wescott Financial Advisory Group LLC455,700$44.98M8.2%+3.2%27.287%
11/7/2023Firestone Capital Management2,888$285K0.1%+21.1%0.173%
11/6/2023Sterling Financial Planning Inc.4,035$398K0.2%+34.7%0.242%
11/6/2023Silver Oak Advisory Group Inc.7,028$693K0.4%N/A0.421%
11/4/2023Whitegate Investment Counselors Inc.7,845$774K0.3%N/A0.470%
11/3/2023Private Advisor Group LLC5,783$571K0.0%+43.5%0.346%
11/3/2023RCS Financial Planning LLC10,195$1.01M0.8%N/A0.610%
10/30/2023RFP Financial Group LLC8,863$875K0.4%-80.6%0.531%
10/25/2023WealthShield Partners LLC4,395$434K0.1%N/A0.263%
10/25/2023Stone Point Wealth LLC3,953$390K0.2%+53.2%0.237%
10/25/2023 Francis Financial Inc.7,095$700K0.4%+10.3%0.425%
10/18/2023 Level Financial Advisors Inc.821$81K0.0%N/A0.049%
10/13/2023Capital Investment Services of America Inc.30,200$2.98M0.3%+19.8%1.808%
10/13/2023Landmark Financial Advisors LLC47,786$4.72M1.9%+10.9%2.861%
10/12/2023 Mayport LLC3,770$372K0.2%N/A0.226%
8/10/2023Private Advisor Group LLC4,030$405K0.0%+46.0%0.241%
8/9/2023Flow Traders U.S. LLC2,651$266K0.0%N/A0.171%
8/1/2023RFP Financial Group LLC45,588$4.58M1.9%N/A2.941%
7/28/2023Sterling Financial Planning Inc.2,995$301K0.1%N/A0.193%
7/27/2023 Francis Financial Inc.6,430$646K0.3%N/A0.415%
7/26/2023Schmidt P J Investment Management Inc.3,667$369K0.1%+37.5%0.237%
7/26/2023Firestone Capital Management2,385$240K0.1%N/A0.154%
7/26/2023Stone Point Wealth LLC2,580$259K0.1%N/A0.166%
7/24/2023 Breakwater Capital Group3,550$357K0.1%N/A0.229%
7/18/2023Landmark Financial Advisors LLC43,086$4.33M1.8%N/A2.780%
7/11/2023Capital Investment Services of America Inc.25,200$2.53M0.3%N/A1.626%
5/10/2023Private Advisor Group LLC2,761$280K0.0%N/A0.394%
5/10/202325 LLC510$51K0.0%N/A0.073%
(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, 55 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 ($48.78M), Beaird Harris Wealth Management LLC ($18.58M), Wealth Enhancement Advisory Services LLC ($7.10M), Capital Investment Services of America Inc. ($6.68M), Landmark Financial Advisors LLC ($5.39M), Raymond James & Associates ($4.91M), and Financial Counselors Inc. ($3.96M).Learn more on VTES's institutional investors.

Which institutional investors have been buying Vanguard Short-Term Tax-Exempt Bond ETF stock?

Of the 55 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: Beaird Harris Wealth Management LLC ($183.19K), Wealth Enhancement Advisory Services LLC ($70.53K), Capital Investment Services of America Inc. ($65.85K), Landmark Financial Advisors LLC ($53.12K), Raymond James & Associates ($48.79K), RFP Financial Group LLC ($45.59K), and Wescott Financial Advisory Group LLC ($39.51K).

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

Institutional investors have bought a total of 884,334 shares in the last 24 months. This purchase volume represents approximately $89.23M in transactions.

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

The following institutional investors have sold Vanguard Short-Term Tax-Exempt Bond ETF stock in the last 24 months: RFP Financial Group LLC ($36.73K), RCS Financial Planning LLC ($4.25K), Francis Financial Inc. ($2.50K), and Integrity Wealth Solutions LLC ($234.00).

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

Institutional investors have sold a total of 43,708 shares in the last 24 months. This volume of shares sold represents approximately $4.33M in transactions.


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This page (NYSEARCA:VTES) was last updated on 4/27/2024 by MarketBeat.com Staff

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