Vanguard SH Term Tax-Ex BondVTESETF
13F holders, Q2 2024 (June 30)93holders +15
24new positions
8sold out
1famous investor
$99.55avg. 13F price*
At the end of Q2 2024, 93 institutions reported holding Vanguard SH Term Tax-Ex Bond (VTES) in their 13F filings, up 15 from Q1 2024. 24 opened new positions and 8 sold out. The largest holders were Wescott Financial Advisory Group, LLC ($58.2M), Beaird Harris Wealth Management, LLC ($17.8M) and Bank of America Corp. ($11.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $27.0M |
| Exits | 8 | $3.3M |
All 13F filers, Q1 2024 → Q2 2024: 473,980 shares bought and 64,446 shares sold, net +409,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Wescott Financial Advisory Group, LLC | 6.76% | Add +7.9% | 581,904 | $58.2M |
| Beaird Harris Wealth Management, LLC | 1.67% | Reduce -2.5% | 177,768 | $17.8M |
| Bank of America Corp. | 0.00% | Add +65.5% | 117,827 | $11.8M |
| Capital Investment Services of America, Inc. | 0.89% | Add +15.2% | 92,570 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +12.6% | 79,410 | $7.9M |
| San Luis Wealth Advisors LLC | 1.66% | New | 69,254 | $6.9M |
| Stonebridge Capital Advisors LLC | 0.55% | Add +66.3% | 62,766 | $6.3M |
| Raymond James & Associates | 0.00% | Add +5.3% | 51,379 | $5.1M |
| GenTrust, LLC | 0.25% | New | 46,427 | $4.6M |
| Kades & Cheifetz LLC | 2.72% | Add +15.5% | 43,218 | $4.3M |
| Altiora Financial Group, LLC | 0.90% | New | 37,260 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | New | 36,921 | $3.7M |
| Diversified Portfolios, Inc. | 0.40% | Reduce -18.6% | 30,540 | $3.1M |
| Firestone Capital Management | 0.76% | Add +57.3% | 27,911 | $2.8M |
| Whitegate Investment Counselors, Inc. | 0.73% | Reduce -2.9% | 25,810 | $2.6M |
| Evanson Asset Management, LLC | 0.19% | Add +1.9% | 25,558 | $2.6M |
| Mayport, LLC | 0.74% | Add +24.8% | 20,633 | $2.1M |
| Burton Enright Welch | 0.46% | Add +27.0% | 19,928 | $2.0M |
| Sterling Financial Planning, Inc. | 0.77% | Reduce -12.1% | 19,070 | $1.9M |
| Silver Oak Advisory Group, Inc. | 1.02% | Add +7.2% | 18,357 | $1.8M |
| Graypoint LLC | 0.11% | No change | 16,400 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +27.9% | 16,252 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +2.1% | 16,009 | $1.6M |
| Creative Financial Designs Inc. | 0.13% | Add +359.8% | 14,378 | $1.4M |
| Legacy PCG, LLC | 0.84% | New | 13,433 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.0% | 13,334 | $1.3M |
| Sunesis Advisors, LLC | 0.71% | No change | 11,984 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +19.3% | 11,711 | $1.2M |
| Haverford Trust Co | 0.01% | Add +8.7% | 11,417 | $1.1M |
| Planning Center, Inc. | 0.15% | No change | 11,127 | $1.1M |
| Sinecera Capital, LLC | 1.36% | Add +28.0% | 9,961 | $997K |
| Bowman & Co S.C. | 0.57% | No change | 9,715 | $972K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.9% | 9,483 | $949K |
| Daymark Wealth Partners, LLC | 0.04% | Add +138.9% | 9,010 | $902K |
| Savvy Advisors, Inc. | 0.29% | New | 8,892 | $890K |
| Watchman Group, Inc. | 0.28% | Add +8.8% | 8,731 | $874K |
| Laurel Wealth Advisors LLC | 0.15% | Reduce -12.2% | 8,657 | $866K |
| Bridgewealth Advisory Group, LLC | 0.38% | New | 8,523 | $853K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | New | 8,118 | $812K |
| Eldridge Investment Advisors, Inc. | 0.19% | Reduce -29.0% | 7,431 | $744K |
| Old Mission Capital LLC | 0.02% | New | 7,274 | $728K |
| RCS Financial Planning, LLC | 0.36% | Add +4.0% | 6,182 | $619K |
| Stone Summit Wealth LLC | 0.22% | Reduce -12.0% | 6,029 | $603K |
| LPL Financial LLC | 0.00% | Add +15.7% | 5,390 | $539K |
| Integrated Advisors Network LLC | 0.03% | No change | 5,112 | $512K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.1% | 4,566 | $457K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -42.8% | 4,361 | $436K |
| Essex Financial Services, Inc. | 0.03% | New | 4,290 | $432K |
| Trellis Wealth Advisors LLC | 0.21% | New | 3,911 | $391K |
| PrairieView Partners, LLC | 0.04% | No change | 3,883 | $388K |
| Lakewood Asset Management LLC | 0.27% | Add +58.2% | 3,812 | $381K |
| OneDigital Investment Advisors LLC | 0.00% | Add +6.4% | 3,745 | $375K |
| Avaii Wealth Management, LLC | 0.20% | Reduce -1.9% | 3,605 | $361K |
| MML Investors Services, LLC | 0.00% | New | 3,591 | $359K |
| EnRich Financial Partners LLC | 0.13% | Reduce -12.1% | 3,537 | $354K |
| BlueChip Wealth Advisors LLC | 0.21% | New | 3,510 | $351K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | New | 3,500 | $350K |
| Integrity Wealth Solutions LLC | 0.22% | Add +0.6% | 3,450 | $345K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.6% | 3,147 | $315K |
| FinTrust Capital Advisors, LLC | 0.06% | No change | 3,050 | $305K |
| Kathleen S. Wright Associates Inc. | 0.14% | New | 3,000 | $300K |
| Main Street Financial Solutions, LLC | 0.03% | Add +34.7% | 2,920 | $292K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.3% | 2,874 | $288K |
| Corient Private Wealth LP | 0.00% | Reduce -6.9% | 2,784 | $279K |
| Brown Wealth Management, LLC | 0.11% | Add +8.3% | 2,725 | $273K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,637 | $264K |
| RFP Financial Group LLC | 0.10% | Reduce -46.8% | 2,618 | $262K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | No change | 2,450 | $245K |
| Atria Investments, Inc | 0.00% | New | 2,412 | $241K |
| Cutler Investment Counsel LLC | 0.03% | New | 2,377 | $238K |
| Level Financial Advisors | 0.10% | No change | 2,292 | $229K |
| Townsquare Capital LLC | 0.00% | Add +1.0% | 2,234 | $224K |
| Mercer Global Advisors Inc. | 0.00% | Add +484.0% | 12,217 | $210K |
| Citadel Advisors | 0.00% | New | 2,077 | $208K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.5% | 2,045 | $205K |
| Family Firm, Inc. | 0.04% | New | 2,012 | $201K |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 1,791 | $179K |
| Global Financial Private Client, LLC | 0.05% | No change | 1,230 | $123K |
| Financial Management Professionals, Inc. | 0.01% | No change | 700 | $70K |
| 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 |
| Annapolis Financial Services, LLC | 0.01% | Add +57.8% | 423 | $42K |
| UBS Group AG | 0.00% | Reduce -34.4% | 361 | $36K |
| IFP Advisors, Inc | 0.00% | New | 250 | $25K |
| Harbour Investments, Inc. | 0.00% | No change | 250 | $25K |
| Cultivar Capital, Inc. | 0.02% | New | 240 | $24K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +1.0% | 210 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 200 | $20K |
| Clearstead Advisors, LLC | 0.00% | No change | 138 | $14K |
| CVA Family Office, LLC | 0.00% | New | 111 | $11K |
| Signaturefd, LLC | 0.00% | New | 100 | $10K |
| 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.