Vanguard SH Term Tax-Ex BondVTESETF
13F holders, Q4 2024 (December 31)136holders +35
36new positions
9sold out
$100.25avg. 13F price*
At the end of Q4 2024, 136 institutions reported holding Vanguard SH Term Tax-Ex Bond (VTES) in their 13F filings, up 35 from Q3 2024. 36 opened new positions and 9 sold out. The largest holders were Wescott Financial Advisory Group, LLC ($63.3M), Bank of America Corp. ($14.3M) and Beaird Harris Wealth Management, LLC ($13.0M).
- Company
- Vanguard SH Term Tax-Ex Bond
- CUSIP
- 921935870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $32.2M |
| Exits | 9 | $12.4M |
All 13F filers, Q3 2024 → Q4 2024: 560,766 shares bought and 259,925 shares sold, net +300,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Wescott Financial Advisory Group, LLC | 6.56% | Add +2.4% | 631,786 | $63.3M |
| Bank of America Corp. | 0.00% | Add +20.8% | 142,812 | $14.3M |
| Beaird Harris Wealth Management, LLC | 1.12% | Reduce -23.9% | 129,899 | $13.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +12.2% | 111,510 | $11.2M |
| San Luis Wealth Advisors LLC | 1.98% | Add +10.4% | 104,168 | $10.4M |
| Seeds Investor LLC | 2.80% | New | 98,034 | $9.8M |
| Capital Investment Services of America, Inc. | 0.77% | Reduce -15.8% | 81,020 | $8.1M |
| Stonebridge Capital Advisors LLC | 0.58% | Add +3.9% | 71,813 | $7.2M |
| Raymond James Financial Inc. | 0.00% | — | 57,048 | $5.7M |
| Focus Partners Advisor Solutions, LLC | 0.08% | New | 49,383 | $5.0M |
| GenTrust, LLC | 0.18% | Add +2.1% | 41,385 | $4.1M |
| Firestone Capital Management | 1.03% | Add +42.5% | 41,208 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +334.1% | 40,274 | $4.0M |
| Altiora Financial Group, LLC | 0.81% | No change | 37,260 | $3.7M |
| Burton Enright Welch | 0.70% | Add +36.7% | 33,118 | $3.3M |
| Kades & Cheifetz LLC | 1.59% | Reduce -32.1% | 30,924 | $3.1M |
| Creative Financial Designs Inc. | 0.24% | Add +63.2% | 29,474 | $3.0M |
| Mayport, LLC | 0.84% | Add +13.6% | 28,306 | $2.8M |
| PrairieView Partners, LLC | 0.28% | Add +4.6% | 27,090 | $2.7M |
| Cetera Investment Advisers | 0.01% | Reduce -5.2% | 26,666 | $2.7M |
| Evanson Asset Management, LLC | 0.18% | Add +0.5% | 25,757 | $2.6M |
| Sterling Financial Planning, Inc. | 0.95% | Add +23.4% | 25,649 | $2.6M |
| Diversified Portfolios, Inc. | 0.28% | Reduce -14.4% | 25,436 | $2.5M |
| Legacy PCG, LLC | 1.79% | Add +53.7% | 25,147 | $2.5M |
| Passive Capital Management, LLC. | 0.89% | New | 25,091 | $2.5M |
| Whitegate Investment Counselors, Inc. | 0.85% | Reduce -3.4% | 24,845 | $2.5M |
| LPL Financial LLC | 0.00% | Add +86.6% | 22,317 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +471.9% | 19,941 | $2.0M |
| Silver Oak Advisory Group, Inc. | 1.05% | Add +1.4% | 19,778 | $2.0M |
| Brown Advisory Inc. | 0.00% | Add +62.8% | 19,357 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +46.2% | 18,759 | $1.9M |
| Genesis Private Wealth, LLC | 1.03% | — | 18,675 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +17.3% | 16,683 | $1.7M |
| Graypoint LLC | 0.10% | No change | 16,400 | $1.6M |
| Hughes Financial Services, LLC | 0.32% | — | 15,362 | $1.5M |
| Cardiff Park Advisors, LLC | 0.14% | Add +110.3% | 14,842 | $1.5M |
| Haverford Trust Co | 0.01% | Add +14.8% | 14,215 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +20.7% | 13,416 | $1.3M |
| SwitchPoint Financial Planning, LLC | 1.28% | — | 13,339 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.07% | New | 13,009 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -7.8% | 12,842 | $1.3M |
| Sunesis Advisors, LLC | 0.73% | No change | 11,984 | $1.2M |
| Laurel Wealth Advisors LLC | 0.18% | Add +17.0% | 11,717 | $1.2M |
| Single Point Partners, LLC | 0.27% | New | 11,715 | $1.2M |
| Daymark Wealth Partners, LLC | 0.05% | Add +8.1% | 11,354 | $1.1M |
| Planning Center, Inc. | 0.14% | Reduce -2.8% | 10,819 | $1.1M |
| Eclectic Associates Inc. | 0.32% | Add +312.5% | 10,782 | $1.1M |
| Karpus Management, Inc. | 0.03% | New | 10,350 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +111.3% | 9,724 | $975K |
| Bridgewealth Advisory Group, LLC | 0.27% | Add +11.6% | 9,568 | $963K |
| Savvy Advisors, Inc. | 0.11% | No change | 9,292 | $932K |
| Gleason Group, Inc. | 0.16% | New | 9,144 | $917K |
| Stifel Financial Corp. | 0.00% | New | 9,131 | $915K |
| Wells Fargo & Company | 0.00% | New | 8,497 | $852K |
| Beacon Bank & Trust | 0.20% | Reduce -8.6% | 8,480 | $850K |
| Essex Financial Services, Inc. | 0.06% | Reduce -1.1% | 8,470 | $849K |
| BlueChip Wealth Advisors LLC | 0.46% | Add +79.4% | 8,226 | $825K |
| Allodium Investment Consultants, LLC | 0.68% | — | 8,065 | $809K |
| Headinvest, LLC | 0.15% | New | 7,934 | $795K |
| Pillar Financial Advisors, LLC | 0.58% | — | 7,586 | $760K |
| RCS Financial Planning, LLC | 0.40% | Add +7.1% | 7,486 | $750K |
| HRT Financial LP | 0.00% | New | 7,300 | $731K |
| Dakota Wealth Management | 0.02% | New | 7,100 | $712K |
| EnRich Financial Partners LLC | 0.23% | Add +98.7% | 7,006 | $702K |
| Jacobson & Schmitt Advisors, LLC | 0.13% | New | 6,822 | $684K |
| Kathleen S. Wright Associates Inc. | 0.27% | Add +113.3% | 6,400 | $642K |
| Waverly Advisors, LLC | 0.01% | New | 5,740 | $575K |
| Stone Summit Wealth LLC | 0.19% | Reduce -2.0% | 5,673 | $569K |
| Oxbow Advisors, LLC | 0.07% | No change | 5,619 | $563K |
| Crews Bank & Trust | 0.09% | — | 5,550 | $556K |
| Jones Financial Companies LLLP | 0.00% | New | 5,168 | $518K |
| Watchman Group, Inc. | 0.13% | Add +2.7% | 5,011 | $502K |
| L.K. Benson & Company, P.C. | 0.35% | — | 5,007 | $502K |
| Alhambra Investment Management LLC | 0.25% | New | 4,800 | $481K |
| JFS Wealth Advisors, LLC | 0.03% | Add +137.9% | 4,759 | $477K |
| Lakewood Asset Management LLC | 0.32% | Reduce -3.5% | 4,678 | $469K |
| CVA Family Office, LLC | 0.07% | Add +115.8% | 4,500 | $451K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 4,492 | $450K |
| Eldridge Investment Advisors, Inc. | 0.10% | No change | 4,431 | $444K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.5% | 4,399 | $441K |
| UBS Group AG | 0.00% | Add +0.6% | 4,307 | $432K |
| Flow Traders U.S. LLC | 0.02% | Reduce -80.3% | 4,152 | $416K |
| Per Stirling Capital Management, LLC. | 0.06% | New | 3,985 | $399K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,845 | $385K |
| Edge Capital Group, LLC | 0.02% | New | 3,712 | $372K |
| Trellis Wealth Advisors LLC | 0.18% | Add +0.7% | 3,661 | $367K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -13.7% | 3,556 | $357K |
| MML Investors Services, LLC | 0.00% | Add +13.4% | 3,533 | $354K |
| Osaic Holdings, Inc. | 0.00% | Add +8.2% | 3,460 | $347K |
| McIlrath & Eck, LLC | 0.04% | Add +167.1% | 3,374 | $338K |
| Main Street Financial Solutions, LLC | 0.03% | Add +4.2% | 3,234 | $324K |
| Truist Financial Corp. | 0.00% | New | 3,207 | $322K |
| VSM Wealth Advisory, LLC | 0.11% | — | 3,159 | $317K |
| Lido Advisors, LLC | 0.00% | New | 2,993 | $300K |
| Core Wealth Advisors, Inc. | 0.10% | New | 2,975 | $298K |
| Maia Wealth LLC | 0.06% | New | 2,916 | $294K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.12% | — | 2,920 | $293K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 2,847 | $285K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.5% | 2,826 | $283K |
| Allworth Financial LP | 0.00% | New | 2,684 | $270K |
"% 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.