Who Owns Vanguard Short-Term Tax-Exempt Bond ETF (VTES)?Hedge Fund & Institutional Holders

$101.73-0.01 (-0.01%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$99.34$100.17$101.00$101.82$102.65Sep 24Jun 25Mar 26

VTES — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Wescott Financial Advisory Group, LLCNew Position+669K+$67.9B
BANK OF AMERICA CORP /DE/Increased+19K+$27.0B
RAYMOND JAMES FINANCIAL INCIncreased+132K+$11.5B
Beacon Bank & TrustNew Position+91K+$9.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+88K+$8.0B
JONES FINANCIAL COMPANIES LLLPNew Position+67K+$6.0B
Topsail Wealth Management, LLCNew Position+51K+$5.2B
Ashton Thomas Private Wealth, LLCNew Position+46K+$4.7B
GOLDMAN SACHS GROUP INCIncreased+54K+$4.5B
Altiora Financial Group, LLCNew Position+44K+$4.5B
Haven Private, LLCNew Position+33K+$3.3B
Sterling Financial Planning, Inc.New Position+32K+$3.2B
BlueChip Wealth Advisors LLCNew Position+30K+$3.1B
S.A. Mason LLCNew Position+27K+$2.7B
WELLS FARGO & COMPANY/MNIncreased+37K+$2.5B

VTES — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Karpus Management, Inc.Closed Position-300K-$30.6B
Cetera Investment AdvisersDecreased-2K-$12.0B
MERCER GLOBAL ADVISORS INC /ADVDecreased-61K-$7.1B
Financial Engines Advisors L.L.C.Decreased-529-$3.4B
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-31K-$3.2B
BROWN ADVISORY INCDecreased-16K-$2.3B
Elequin Capital, LPClosed Position-19K-$1.9B
Kathleen S. Wright Associates Inc.Closed Position-15K-$1.5B
Waverly Advisors, LLCDecreased-38-$976.5M
Physician Wealth Solutions Inc.Closed Position-8K-$828.6M
Gutierrez Wealth Advisory, LLCDecreased-7K-$734.2M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-6K-$721.9M
Beaird Harris Wealth Management, LLCDecreased-7K-$717.4M
Mariner, LLCDecreased-1K-$683.1M
Atria Investments, IncDecreased-4K-$672.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV1,313,515$133.0B202.74%Share
2Wescott Financial Advisory Group, LLC668,567$67.9B5.93%Share
3RAYMOND JAMES FINANCIAL INC213,781$21.0B6.53%Share
4SEEDS INVESTOR LLC189,558$19.3B3.69%Share
5BANK OF AMERICA CORP /DE/193,853$19.0B1.38%Share
6WELLS FARGO & COMPANY/MN110,673$11.0B2.00%Share
7Beaird Harris Wealth Management, LLC101,454$10.3B0.71%Share
8Stonebridge Capital Advisors LLC91,915$9.3B0.65%Share
9Beacon Bank & Trust90,511$9.2B1.87%Share
10BANK OF AMERICA CORP /DE/84,990$8.0B0.58%Share
11COMMONWEALTH EQUITY SERVICES, LLC87,640$8.0B10.67%Share
12Hughes Financial Services, LLC72,147$7.3B1.15%Share
13GOLDMAN SACHS GROUP INC77,581$7.0B0.86%Share
14JONES FINANCIAL COMPANIES LLLP67,154$6.0B3.66%Share
15Topsail Wealth Management, LLC51,105$5.2B0.76%Share
16RAYMOND JAMES FINANCIAL INC56,284$5.0B1.56%Share
17MGO Private Wealth, LLC49,226$5.0B3.10%Share
18ECLECTIC ASSOCIATES INC /ADV48,974$5.0B0.78%Share
19Ashton Thomas Private Wealth, LLC46,449$4.7B0.12%Share
20Altiora Financial Group, LLC44,151$4.5B0.77%Share
21MAYPORT, LLC41,337$4.2B0.85%Share
22UBS Group AG39,372$4.0B0.65%Share
23Haven Private, LLC32,724$3.3B1.45%Share
24Sterling Financial Planning, Inc.31,810$3.2B0.97%Share
25GENESIS PRIVATE WEALTH, LLC30,810$3.1B0.97%Share
26BlueChip Wealth Advisors LLC30,426$3.1B1.30%Share
27Private Advisor Group, LLC36,036$3.0B14.11%Share
28OSAIC HOLDINGS, INC.39,181$3.0B4.38%Share
29GenTrust, LLC28,463$2.9B0.12%Share
30S.A. Mason LLC26,606$2.7B1.07%Share
31Evanson Asset Management, LLC25,468$2.6B0.14%Share
32BROWN WEALTH MANAGEMENT, LLC23,310$2.4B0.62%Share
33Eaton-Cambridge Inc.20,104$2.0B0.67%Share
34WELLS FARGO & COMPANY/MN29,516$2.0B0.36%Share
35Atria Investments, Inc21,985$2.0B22.73%Share
36ROYAL BANK OF CANADA21,082$2.0B0.33%Share
37SUSQUEHANNA INTERNATIONAL GROUP, LLP23,195$2.0B0.23%Share
38STIFEL FINANCIAL CORP27,776$2.0B1.80%Share
39Haverford Trust Co24,550$2.0B17.83%Share
40Allodium Investment Consultants, LLC19,036$1.9B0.98%Share
41Passive Capital Management, LLC.18,639$1.9B0.59%Share
42Modern Wealth Management, LLC17,468$1.8B32.35%Share
43Whitegate Investment Counselors, Inc.17,380$1.8B0.55%Share
44Farther Finance Advisors, LLC16,296$1.7B17.73%Share
45CARDIFF PARK ADVISORS, LLC14,115$1.4B0.12%Share
46Integrity Investment Advisors, LLC13,785$1.4B0.77%Share
47BURNEY CO/12,251$1.2B0.04%Share
48SwitchPoint Financial Planning, LLC11,850$1.2B0.84%Share
49FLAGSHIP HARBOR ADVISORS, LLC11,156$1.1B0.05%Share
50Alhambra Investment Management LLC10,800$1.1B0.51%Share

VTES Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025237$470.6B+117
Q3 2025120$370.9B-54
Q2 2025174$345.5B+22
Q1 2025152$268.9B+36
Q4 2024116$2.6T+54
Q3 202462$11.3T+6
Q2 202456$3.0T+11
Q1 202445$2.9T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold VTES (Vanguard Short-Term Tax-Exempt Bond ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $133.0B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own VTES?

As of Q4 2025, 50 institutional investors report holding VTES (Vanguard Short-Term Tax-Exempt Bond ETF) in their 13F filings.

Who is the largest institutional holder of VTES?

The largest institutional holder of VTES is MERCER GLOBAL ADVISORS INC /ADV with $133.0B in shares.

Is institutional ownership of VTES increasing or decreasing?

This quarter, 11 institutions opened new positions in VTES and 4 closed their positions.