Vanguard SH Term Tax-Ex BondVTESETF
13F holders, Q2 2026 (June 30)299holders +18
35new positions
17sold out
1famous investor
$101.30avg. 13F price*
At the end of Q2 2026, 299 institutions reported holding Vanguard SH Term Tax-Ex Bond (VTES) in their 13F filings, up 18 from Q1 2026. 35 opened new positions and 17 sold out. The largest holders were Mercer Global Advisors Inc. ($127.1M), Wescott Financial Advisory Group, LLC ($74.9M) and Bank of America Corp. ($41.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard SH Term Tax-Ex Bond
- CUSIP
- 921935870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $28.7M |
| Exits | 17 | $5.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,347,247 shares bought and 602,741 shares sold, net +744,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Mercer Global Advisors Inc. | 0.16% | Reduce -5.6% | 1,254,555 | $127.1M |
| Wescott Financial Advisory Group, LLC | 5.80% | Add +1.9% | 739,648 | $74.9M |
| Bank of America Corp. | 0.00% | Add +8.0% | 409,264 | $41.5M |
| Gleason Group, Inc. | 2.77% | Add +4.5% | 312,892 | $31.7M |
| TIAA Wealth Investment Management LLC | 0.16% | Reduce -11.7% | 234,984 | $23.8M |
| Seeds Investor LLC | 2.06% | Add +2.1% | 198,242 | $20.1M |
| Wells Fargo & Company | 0.00% | Add +22.7% | 189,383 | $19.2M |
| Savant Capital, LLC | 0.05% | Add +80.7% | 181,064 | $18.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -29.5% | 168,178 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +435.3% | 157,546 | $16.0M |
| Cetera Investment Advisers | 0.01% | Add +4.2% | 120,115 | $12.2M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 101,975 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 100,525 | $10.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +233.0% | 99,216 | $10.1M |
| LPL Financial LLC | 0.00% | Add +28.6% | 97,134 | $9.8M |
| Beacon Bank & Trust | 1.86% | Add +2.0% | 96,154 | $9.7M |
| Hall Capital Management Co. Inc. | 3.01% | New | 95,531 | $9.7M |
| Beaird Harris Wealth Management, LLC | 0.60% | Reduce -4.0% | 94,970 | $9.6M |
| Jones Financial Companies LLLP | 0.00% | Add +26.0% | 94,954 | $9.6M |
| Stonebridge Capital Advisors LLC | 0.61% | Add +4.7% | 94,224 | $9.5M |
| S.A. Mason LLC | 2.88% | Add +74.8% | 92,425 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +36.8% | 90,508 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +6.2% | 88,991 | $9.0M |
| Altiora Financial Group, LLC | 1.40% | Add +17.7% | 87,674 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 83,629 | $8.5M |
| Hughes Financial Services, LLC | 1.09% | Add +7.7% | 81,423 | $8.2M |
| Clearstead Advisors, LLC | 0.08% | Add +112.4% | 80,436 | $8.1M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +288.7% | 76,988 | $7.8M |
| Truist Financial Corp. | 0.01% | Reduce -25.7% | 71,012 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Add +141.4% | 66,517 | $6.7M |
| Apella Capital, LLC | 0.09% | Reduce -2.0% | 64,172 | $6.5M |
| Mayport, LLC | 1.00% | Add +3.0% | 63,855 | $6.5M |
| UBS Group AG | 0.00% | Add +37.1% | 62,184 | $6.3M |
| Haverford Trust Co | 0.05% | Add +11.6% | 61,563 | $6.2M |
| RW Investment Management LLC | 0.54% | Add +26.9% | 61,269 | $6.2M |
| Eclectic Associates Inc. | 0.71% | Add +19.7% | 61,227 | $6.2M |
| GenTrust, LLC | 0.23% | Reduce -3.1% | 58,684 | $5.9M |
| Capital Investment Services of America, Inc. | 0.53% | Reduce -30.3% | 53,210 | $5.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +65.5% | 51,760 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +41.2% | 51,351 | $5.2M |
| Topsail Wealth Management, LLC | 0.66% | Add +0.2% | 51,216 | $5.2M |
| Firestone Capital Management | 0.96% | Reduce -12.9% | 51,071 | $5.2M |
| BlueChip Wealth Advisors LLC | 1.74% | Add +13.0% | 45,299 | $4.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -8.0% | 43,681 | $4.4M |
| Dakota Wealth Management | 0.08% | Reduce -1.2% | 41,779 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +21.5% | 40,760 | $4.1M |
| Sanchez Levi Garrett | 2.21% | No change | 40,227 | $4.1M |
| Mariner, LLC | 0.00% | Add +8.2% | 39,496 | $4.0M |
| Bedel Financial Consulting, Inc. | 0.37% | Add +9.3% | 38,035 | $3.9M |
| Corient Private Wealth LP | 0.01% | Reduce -79.1% | 35,688 | $3.6M |
| Haven Private, LLC | 1.33% | Reduce -7.5% | 34,656 | $3.5M |
| Sterling Financial Planning, Inc. | 0.95% | Add +5.1% | 34,648 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +17.1% | 34,423 | $3.5M |
| Aspire Private Capital, LLC | 0.72% | Add +18.4% | 34,356 | $3.5M |
| Karpus Management, Inc. | 0.10% | Reduce -2.0% | 34,250 | $3.5M |
| Genesis Private Wealth, LLC | 0.96% | Add +9.5% | 33,706 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Add +600.6% | 33,111 | $3.4M |
| Elequin Capital, LP | 0.55% | Add +704.9% | 31,278 | $3.2M |
| Callan Family Office, LLC | 0.06% | New | 30,945 | $3.1M |
| Burton Enright Welch | 0.36% | Add +50.0% | 30,543 | $3.1M |
| Atria Investments, Inc | 0.03% | Add +10.4% | 29,632 | $3.0M |
| Americana Partners, LLC | 0.07% | New | 29,600 | $3.0M |
| Evanson Financial, LLC | 0.13% | — | 27,075 | $2.7M |
| Daymark Wealth Partners, LLC | 0.07% | Add +20.5% | 26,829 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -0.2% | 26,087 | $2.6M |
| Avior Wealth Management, LLC | 0.07% | Add +27.5% | 25,970 | $2.6M |
| Eaton-Cambridge Inc. | 0.72% | Add +7.3% | 25,374 | $2.6M |
| TCI Wealth Advisors, Inc. | 0.11% | Reduce -34.9% | 25,155 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +27.4% | 24,896 | $2.5M |
| Silver Oak Advisory Group, Inc. | 0.99% | Add +3.9% | 24,804 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +125.3% | 24,369 | $2.5M |
| HUB Investment Partners, LLC | 0.05% | Add +195.9% | 24,367 | $2.5M |
| Frankly Finances, LLC | 1.87% | Add +8.9% | 23,301 | $2.4M |
| Brown Wealth Management, LLC | 0.51% | Reduce -9.0% | 22,581 | $2.3M |
| Surience Private Wealth LLC | 2.00% | Reduce -7.9% | 22,493 | $2.3M |
| Choate Investment Advisors | 0.04% | Add +17.3% | 22,386 | $2.3M |
| Bluespring Wealth Management, LLC | 0.04% | Add +252.2% | 21,901 | $2.2M |
| Winnacle Wealth LLC | 1.46% | Add +30.8% | 21,254 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -3.1% | 20,328 | $2.1M |
| Jacobson & Schmitt Advisors, LLC | 0.33% | Reduce -2.3% | 19,901 | $2.0M |
| Stephens Inc. | 0.02% | Add +275.7% | 19,725 | $2.0M |
| IF Advisors, LLC | 1.29% | Reduce -56.4% | 19,400 | $2.0M |
| Passive Capital Management, LLC. | 0.59% | Reduce -23.1% | 18,639 | $1.9M |
| Sunesis Advisors, LLC | 0.78% | Add +73.4% | 18,511 | $1.9M |
| Diversified Portfolios, Inc. | 0.14% | Reduce -7.1% | 18,422 | $1.9M |
| MB Generational Wealth, LLC | 0.91% | Add +342.5% | 18,380 | $1.9M |
| Laurel Wealth Advisors LLC | 0.18% | Add +2.8% | 18,289 | $1.9M |
| HB Wealth Management, LLC | 0.01% | Reduce -14.6% | 18,250 | $1.8M |
| Eagle Rock Investment Company, LLC | 0.22% | Add +30.7% | 17,687 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -52.6% | 17,504 | $1.8M |
| Single Point Partners, LLC | 0.31% | Add +11.7% | 17,369 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +141.8% | 17,292 | $1.8M |
| Arax Advisory Partners | 0.01% | Add +8.0% | 16,786 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -5.8% | 16,146 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +6.5% | 15,449 | $1.6M |
| Integrity Investment Advisors, LLC | 0.68% | Reduce -22.3% | 15,363 | $1.6M |
| AQR Capital Management | 0.00% | No change | 14,724 | $1.5M |
| Allodium Investment Consultants, LLC | 0.62% | Reduce -26.8% | 14,348 | $1.5M |
| GEN Financial Management, INC. | 0.88% | Add +3.7% | 14,332 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.5% | 14,042 | $1.4M |
"% of holder's portfolio" is VTES's weight in each manager's 13F, not the share of Vanguard SH Term Tax-Ex Bond the manager owns.