Who Owns VTES?
Vanguard Short-Term Tax-Exempt Bond ETF — Institutional Ownership & 13F Holdings
$101.29
+0.05 (+0.05%)
Market Cap
$1.8B
Shares Outstanding
18,098,065
Institutional Holders
152
Total Inst. Value
$301.1M
% of Float Held
—
QoQ Holder Change
+107
Institutional data as of Q1 2025
New Positions
47
Closed Positions
11
Increased
67
Decreased
21
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Wescott Financial Advisory Group, LLC | $65.1M | 647,297 |
| 2 | BANK OF AMERICA CORP /DE/ | $16.1M | 160,273 |
| 3 | SEEDS INVESTOR LLC | $12.8M | 126,947 |
| 4 | Beaird Harris Wealth Management, LLC | $11.6M | 115,487 |
| 5 | San Luis Wealth Advisors LLCNew | $10.4M | 104,168 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.4M | 103,581 |
| 7 | Capital Investment Services of America, Inc. | $8.1M | 80,770 |
| 8 | Stonebridge Capital Advisors LLC | $7.7M | 76,645 |
| 9 | RAYMOND JAMES FINANCIAL INC | $7.3M | 72,223 |
| 10 | Cetera Investment Advisers | $7.0M | 69,712 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Wescott Financial Advisory Group, LLC | +16K | $65.1M |
| BANK OF AMERICA CORP /DE/ | +17K | $16.1M |
| SEEDS INVESTOR LLC | +29K | $12.8M |
| San Luis Wealth Advisors LLCNew | +104K | $10.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +4K | $10.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Beaird Harris Wealth Management, LLC | -14K | $11.6M |
| MERCER GLOBAL ADVISORS INC /ADV | -7K | $3.3M |
| GenTrust, LLC | -7K | $3.4M |
| Diversified Portfolios, Inc. | -5K | $2.0M |
| Whitegate Investment Counselors, Inc. | -4K | $2.1M |
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Frequently Asked Questions
How many institutional investors hold VTES?
As of Q1 2025, 152 institutional investors report holding VTES (Vanguard Short-Term Tax-Exempt Bond ETF) in their 13F filings.
Which hedge fund owns the most VTES?
The largest institutional holder of VTES is Wescott Financial Advisory Group, LLC with $65.1M in shares.
Are institutions buying or selling VTES?
This quarter, 47 institutions opened new positions in VTES and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.