Vanguard SH Term Tax-Ex BondVTESETF
13F holders, Q1 2024 (March 31)78holders
$100.70avg. 13F price*
At the end of Q1 2024, 78 institutions reported holding Vanguard SH Term Tax-Ex Bond (VTES) in their 13F filings. The largest holders were Wescott Financial Advisory Group, LLC ($54.3M), Beaird Harris Wealth Management, LLC ($18.4M) and Capital Investment Services of America, Inc. ($8.1M).
- Company
- Vanguard SH Term Tax-Ex Bond
- CUSIP
- 921935870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $18.9M |
| Exits | 14 | $13.8M |
Ownership 78 holders
| Wescott Financial Advisory Group, LLC | 6.75% | Add +12.1% | 539,357 | $54.3M |
| Beaird Harris Wealth Management, LLC | 1.79% | Reduce -0.5% | 182,318 | $18.4M |
| Capital Investment Services of America, Inc. | 0.78% | Add +22.0% | 80,350 | $8.1M |
| Bank of America Corp. | 0.00% | Add +52.0% | 71,193 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | New | 70,531 | $7.1M |
| Raymond James & Associates | 0.00% | Add +2.5% | 48,793 | $4.9M |
| Stonebridge Capital Advisors LLC | 0.34% | New | 37,740 | $3.8M |
| Diversified Portfolios, Inc. | 0.53% | Add +83.8% | 37,495 | $3.8M |
| Kades & Cheifetz LLC | 2.41% | Add +91.7% | 37,424 | $3.8M |
| Whitegate Investment Counselors, Inc. | 0.75% | Add +11.9% | 26,580 | $2.7M |
| Evanson Asset Management, LLC | 0.19% | Add +412.1% | 25,091 | $2.5M |
| Sterling Financial Planning, Inc. | 0.89% | Add +24.2% | 21,691 | $2.2M |
| Firestone Capital Management | 0.50% | Add +6.3% | 17,739 | $1.8M |
| Silver Oak Advisory Group, Inc. | 0.97% | Add +7.5% | 17,119 | $1.7M |
| Mayport, LLC | 0.64% | Add +108.7% | 16,530 | $1.7M |
| Graypoint LLC | 0.12% | New | 16,400 | $1.7M |
| Burton Enright Welch | 0.38% | New | 15,692 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -98.3% | 15,680 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.4% | 13,890 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +49.3% | 12,707 | $1.3M |
| Sunesis Advisors, LLC | 0.71% | No change | 11,984 | $1.2M |
| Planning Center, Inc. | 0.24% | Reduce -65.2% | 11,127 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.8% | 10,646 | $1.1M |
| Haverford Trust Co | 0.01% | New | 10,500 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.27% | Add +0.5% | 10,462 | $1.1M |
| Single Point Partners, LLC | 0.23% | Add +2.1% | 9,864 | $993K |
| Laurel Wealth Advisors LLC | 0.17% | Add +185.5% | 9,854 | $992K |
| Private Advisor Group, LLC | 0.01% | Add +17.2% | 9,816 | $988K |
| Bowman & Co S.C. | 0.59% | New | 9,715 | $978K |
| Watchman Group, Inc. | 0.24% | Add +9.1% | 8,025 | $808K |
| Sinecera Capital, LLC | 1.09% | Add +20.9% | 7,784 | $784K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +63.0% | 7,620 | $767K |
| Stone Summit Wealth LLC | 0.24% | Reduce -0.3% | 6,852 | $690K |
| Envestnet Asset Management Inc. | 0.00% | Add +197.5% | 6,782 | $683K |
| RCS Financial Planning, LLC | 0.37% | No change | 5,942 | $598K |
| Integrated Advisors Network LLC | 0.03% | New | 5,112 | $515K |
| RFP Financial Group LLC | 0.19% | Reduce -28.8% | 4,924 | $496K |
| LPL Financial LLC | 0.00% | New | 4,659 | $469K |
| Francis Financial, Inc. | 0.15% | No change | 4,599 | $463K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +43.9% | 4,563 | $460K |
| HBK Sorce Advisory LLC | 0.02% | Add +6.0% | 4,539 | $457K |
| Legacy Edge Advisors, LLC | 0.09% | No change | 4,069 | $410K |
| EnRich Financial Partners LLC | 0.15% | New | 4,024 | $405K |
| PrairieView Partners, LLC | 0.04% | No change | 3,883 | $392K |
| Daymark Wealth Partners, LLC | 0.02% | New | 3,771 | $380K |
| Flow Traders U.S. LLC | 0.02% | Reduce -27.0% | 3,737 | $376K |
| Avaii Wealth Management, LLC | 0.22% | Add +22.1% | 3,676 | $370K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.9% | 3,519 | $354K |
| Integrity Wealth Solutions LLC | 0.23% | Reduce -6.4% | 3,430 | $345K |
| Creative Financial Designs Inc. | 0.03% | Add +50.3% | 3,127 | $315K |
| Raymond James Trust N.A. | 0.01% | Reduce -31.4% | 3,096 | $312K |
| FinTrust Capital Advisors, LLC | 0.06% | No change | 3,050 | $307K |
| Corient Private Wealth LP | 0.00% | Reduce -17.2% | 2,989 | $301K |
| Osaic Holdings, Inc. | 0.00% | Add +5.0% | 2,972 | $299K |
| Brown Wealth Management, LLC | 0.10% | Add +0.4% | 2,516 | $253K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | No change | 2,450 | $247K |
| Lakewood Asset Management LLC | 0.16% | New | 2,409 | $243K |
| Level Financial Advisors | 0.10% | No change | 2,292 | $231K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -45.8% | 2,258 | $227K |
| Townsquare Capital LLC | 0.00% | Add +0.4% | 2,211 | $223K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,168 | $218K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,092 | $211K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.5% | 2,035 | $205K |
| Royal Bank of Canada | 0.00% | New | 1,811 | $182K |
| Global Financial Private Client, LLC | 0.05% | No change | 1,230 | $123K |
| Cambridge Trust Co. | 0.00% | Add +3.0% | 908 | $91K |
| Financial Management Professionals, Inc. | 0.01% | Add +133.3% | 700 | $70K |
| UBS Group AG | 0.00% | Reduce -78.1% | 550 | $55K |
| Rothschild Investment LLC | 0.00% | No change | 500 | $50K |
| Avior Wealth Management, LLC | 0.00% | No change | 500 | $50K |
| Farther Finance Advisors, LLC | 0.00% | No change | 500 | $50K |
| Ancora Advisors LLC | 0.00% | No change | 348 | $35K |
| Annapolis Financial Services, LLC | 0.01% | New | 268 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 250 | $25K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 208 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | New | 200 | $20K |
| Clearstead Advisors, LLC | 0.00% | New | 138 | $14K |
| Morgan Stanley | 0.00% | No change | 76 | $8K |
"% 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.