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

Vanguard Short-Term Tax-Exempt Bond ETF logo
$100.48 +0.10 (+0.10%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES)

Number of
Institutional Buyers
(last 12 months)
207
Total
Institutional Inflows
(last 12 months)
$449.61M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$186.93M
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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
7/10/2026 Sunesis Advisors LLC18,511$1.88M0.8%+73.4%0.090%
7/9/2026 Roan Capital Partners7,332$743K0.6%-4.3%0.035%
7/9/2026 Worth Asset Management LLC3,497$354K0.1%N/A0.017%
7/8/2026 Beaird Harris Wealth Management LLC94,970$9.62M0.6%-4.0%0.459%
7/8/2026 Beacon Bank & Trust96,154$9.74M1.9%+2.0%0.465%
7/8/2026 Strategic Investment Solutions Inc. IL1,472$149K0.0%-24.6%0.007%
7/8/2026 First Heartland Consultants Inc.5,007$507K0.0%-12.2%0.024%
7/8/2026 Apella Capital LLC64,172$6.49M0.1%-2.0%0.310%
7/8/2026 Evanson Financial LLC27,075$2.74M0.1%N/A0.137%
7/8/2026 Eclectic Associates Inc. ADV61,227$6.20M0.7%+19.7%0.310%
7/8/2026 Thrive Wealth Management LLC7,493$759K0.1%+11.2%0.038%
7/7/2026 McNaughton Wealth Management LLC13,472$1.37M0.5%+171.8%0.068%
7/7/2026 Avior Wealth Management LLC25,970$2.63M0.1%+27.5%0.132%
7/7/2026 CoreCap 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%
5/19/2026 Winnow 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%
5/7/2026 Eaton 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%
5/6/2026 Independent 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%
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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%
5/1/2026 180 Wealth Advisors LLC2,500$253K0.0%N/A0.014%
5/1/2026 Sequoia Financial Advisors LLC4,371$442K0.0%+12.1%0.024%
4/30/2026Kestra 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%
4/30/2026SwitchPoint 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%
4/28/2026Stephens 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%
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%
4/22/2026 Aspire Private Capital LLC29,028$2.94M0.7%+5.3%0.160%
4/21/2026Compass Advisory Group LLC2,950$298K0.1%+8.6%0.016%
4/21/2026 RCS Financial Planning LLC6,656$673K0.3%-4.8%0.037%
4/20/2026Kestra Private Wealth Services LLC3,606$365K0.0%+16.6%0.020%
4/20/2026 Apella Capital LLC65,504$6.65M0.1%+29.8%0.361%
4/20/2026Surience Private Wealth LLC24,415$2.47M2.7%+628.4%0.135%
4/17/2026Signal 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%
4/17/2026XML 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%
2/23/2026 Beaird 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%
2/17/2026Private 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%
2/16/2026MML Investors Services LLC6,570$667K0.0%+34.4%0.042%
2/16/2026Mariner LLC5,486$557K0.0%-18.1%0.035%
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2/16/2026Cornerstone Financial Management LLC6,545$665K0.6%N/A0.041%
2/16/2026 Eaton 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%


VTES Institutional Ownership - Frequently Asked Questions

During the previous two years, 273 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 262 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 4,438,573 shares in the last 24 months. This purchase volume represents approximately $449.61M in transactions.

Of the 76 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), Mercer Global Advisors Inc. ADV ($61.26K), Corient Private Wealth LLC ($33.04K), Creative Financial Designs Inc. ADV ($32.17K), Gleason Group Inc. ($22.51K), and Brown Advisory Inc. ($22.03K).

Institutional investors have sold a total of 1,836,635 shares in the last 24 months. This volume of shares sold represents approximately $186.93M in transactions.


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This page (NYSEARCA:VTES) was last updated on 7/25/2026 by MarketBeat.com Staff.
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