Vanguard SH Term Tax-Ex BondVTESETF
13F holders, Q1 2025 (March 31)155holders +19
28new positions
8sold out
$100.50avg. 13F price*
At the end of Q1 2025, 155 institutions reported holding Vanguard SH Term Tax-Ex Bond (VTES) in their 13F filings, up 19 from Q4 2024. 28 opened new positions and 8 sold out. The largest holders were Wescott Financial Advisory Group, LLC ($65.1M), Corient Private Wealth LP ($18.2M) and Bank of America Corp. ($16.1M).
- Company
- Vanguard SH Term Tax-Ex Bond
- CUSIP
- 921935870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $23.4M |
| Exits | 8 | $4.2M |
All 13F filers, Q4 2024 → Q1 2025: 932,147 shares bought and 109,370 shares sold, net +822,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Wescott Financial Advisory Group, LLC | 6.74% | Add +2.5% | 647,297 | $65.1M |
| Corient Private Wealth LP | 0.03% | Add +1311.5% | 181,261 | $18.2M |
| Bank of America Corp. | 0.00% | Add +12.2% | 160,273 | $16.1M |
| Seeds Investor LLC | 3.58% | Add +29.5% | 126,947 | $12.8M |
| Beaird Harris Wealth Management, LLC | 0.99% | Reduce -11.1% | 115,487 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -7.1% | 103,581 | $10.4M |
| San Luis Wealth Advisors LLC | 2.15% | Reduce -9.2% | 94,625 | $9.5M |
| Capital Investment Services of America, Inc. | 0.82% | Reduce -0.3% | 80,770 | $8.1M |
| Stonebridge Capital Advisors LLC | 0.63% | Add +6.7% | 76,645 | $7.7M |
| Raymond James Financial Inc. | 0.00% | Add +26.6% | 72,223 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +161.4% | 69,712 | $7.0M |
| Hughes Financial Services, LLC | 1.35% | Add +347.9% | 68,801 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +159.7% | 51,783 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +486.7% | 49,855 | $5.0M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -0.5% | 49,152 | $4.9M |
| Gleason Group, Inc. | 0.86% | Add +419.1% | 47,468 | $4.8M |
| Firestone Capital Management | 1.20% | Add +10.4% | 45,505 | $4.6M |
| Altiora Financial Group, LLC | 0.90% | Add +13.0% | 42,118 | $4.2M |
| Legacy PCG, LLC | 2.93% | Add +64.3% | 41,306 | $4.2M |
| PrairieView Partners, LLC | 0.43% | Add +50.9% | 40,868 | $4.1M |
| Brown Advisory Inc. | 0.01% | Add +105.1% | 39,708 | $4.0M |
| Jane Street Group, LLC | 0.01% | New | 39,707 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.14% | New | 36,084 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +89.0% | 35,452 | $3.6M |
| GenTrust, LLC | 0.16% | Reduce -17.4% | 34,167 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -18.1% | 32,996 | $3.3M |
| Creative Financial Designs Inc. | 0.26% | Add +11.7% | 32,932 | $3.3M |
| Burton Enright Welch | 0.67% | Reduce -0.8% | 32,843 | $3.3M |
| Mayport, LLC | 0.80% | Add +2.3% | 28,968 | $2.9M |
| Sterling Financial Planning, Inc. | 1.04% | Add +10.8% | 28,424 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +70.3% | 28,407 | $2.9M |
| TAGStone Capital, Inc. | 1.26% | New | 25,576 | $2.6M |
| Passive Capital Management, LLC. | 0.80% | Add +0.3% | 25,174 | $2.5M |
| Evanson Asset Management, LLC | 0.18% | Reduce -3.6% | 24,819 | $2.5M |
| Eclectic Associates Inc. | 0.66% | Add +126.5% | 24,419 | $2.5M |
| Genesis Private Wealth, LLC | 1.29% | Add +29.2% | 24,131 | $2.4M |
| Savant Capital, LLC | 0.02% | New | 23,827 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +127.7% | 22,143 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +528.5% | 21,745 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -5.1% | 21,177 | $2.1M |
| Whitegate Investment Counselors, Inc. | 0.75% | Reduce -14.9% | 21,130 | $2.1M |
| Silver Oak Advisory Group, Inc. | 1.09% | Add +3.4% | 20,448 | $2.1M |
| Karpus Management, Inc. | 0.07% | Add +93.7% | 20,050 | $2.0M |
| Diversified Portfolios, Inc. | 0.21% | Reduce -21.4% | 19,994 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +35.9% | 18,230 | $1.8M |
| Haverford Trust Co | 0.02% | Add +27.4% | 18,115 | $1.8M |
| Beacon Bank & Trust | 0.43% | Add +108.6% | 17,693 | $1.8M |
| Graypoint LLC | 0.10% | No change | 16,400 | $1.6M |
| Dakota Wealth Management | 0.04% | Add +128.2% | 16,200 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +12.4% | 14,624 | $1.5M |
| Cardiff Park Advisors, LLC | 0.14% | Reduce -3.1% | 14,376 | $1.4M |
| Integrity Investment Advisors, LLC | 1.25% | — | 13,574 | $1.4M |
| BlueChip Wealth Advisors LLC | 0.66% | Add +61.9% | 13,319 | $1.3M |
| Laurel Wealth Advisors LLC | 0.21% | Add +12.8% | 13,219 | $1.3M |
| SwitchPoint Financial Planning, LLC | 1.26% | Reduce -1.1% | 13,188 | $1.3M |
| Daymark Wealth Partners, LLC | 0.06% | Add +14.1% | 12,959 | $1.3M |
| Single Point Partners, LLC | 0.29% | Add +4.7% | 12,269 | $1.2M |
| Sunesis Advisors, LLC | 0.65% | No change | 11,984 | $1.2M |
| Aspire Private Capital, LLC | 0.30% | New | 11,976 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 10,943 | $1.1M |
| Planning Center, Inc. | 0.13% | No change | 10,819 | $1.1M |
| Allodium Investment Consultants, LLC | 0.76% | Add +26.7% | 10,217 | $1.0M |
| Kathleen S. Wright Associates Inc. | 0.41% | Add +53.1% | 9,800 | $985K |
| Jones Financial Companies LLLP | 0.00% | Add +85.9% | 9,607 | $964K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | New | 9,514 | $956K |
| Savvy Advisors, Inc. | 0.09% | No change | 9,292 | $934K |
| Essex Financial Services, Inc. | 0.06% | Reduce -3.5% | 8,170 | $821K |
| Pillar Financial Advisors, LLC | 0.60% | Add +5.6% | 8,013 | $805K |
| Headinvest, LLC | 0.15% | No change | 7,934 | $797K |
| Flow Traders U.S. LLC | 0.03% | Add +86.2% | 7,732 | $777K |
| RCS Financial Planning, LLC | 0.40% | Add +1.3% | 7,580 | $762K |
| MML Investors Services, LLC | 0.00% | Add +98.5% | 7,012 | $705K |
| EnRich Financial Partners LLC | 0.24% | Reduce -0.2% | 6,991 | $703K |
| Bridgewater Advisors Inc. | 0.06% | New | 6,797 | $680K |
| UBS Group AG | 0.00% | Add +53.6% | 6,614 | $665K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 6,270 | $630K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 6,270 | $630K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +55.3% | 6,190 | $622K |
| Avior Wealth Management, LLC | 0.02% | Add +1118.0% | 6,090 | $612K |
| Focus Partners Wealth | 0.00% | New | 6,080 | $611K |
| NewEdge Advisors, LLC | 0.00% | Add +124.5% | 5,935 | $597K |
| Eaton-Cambridge Inc. | 0.25% | New | 5,715 | $574K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.3% | 5,665 | $569K |
| Crews Bank & Trust | 0.10% | No change | 5,550 | $558K |
| Oxbow Advisors, LLC | 0.06% | Reduce -4.7% | 5,357 | $538K |
| Clearstead Advisors, LLC | 0.01% | Add +2937.7% | 5,316 | $534K |
| Integrity Wealth Solutions LLC | 0.29% | Add +113.5% | 5,286 | $531K |
| Creative Planning | 0.00% | New | 5,027 | $505K |
| L.K. Benson & Company, P.C. | 0.35% | Add +0.1% | 5,010 | $504K |
| Lakewood Asset Management LLC | 0.33% | Add +4.2% | 4,875 | $490K |
| Alhambra Investment Management LLC | 0.25% | No change | 4,800 | $482K |
| CoreCap Advisors, LLC | 0.02% | New | 4,721 | $475K |
| Eldridge Investment Advisors, Inc. | 0.11% | Add +5.6% | 4,681 | $469K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 4,481 | $450K |
| Montis Financial, LLC | 0.13% | New | 4,456 | $448K |
| Main Street Financial Solutions, LLC | 0.04% | Add +37.7% | 4,452 | $447K |
| Stone Summit Wealth LLC | 0.15% | Reduce -23.5% | 4,340 | $436K |
| Truist Financial Corp. | 0.00% | Add +25.7% | 4,032 | $405K |
| Core Wealth Advisors, Inc. | 0.13% | Add +33.4% | 3,969 | $399K |
| OneDigital Investment Advisors LLC | 0.00% | Add +8.9% | 3,873 | $389K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 3,856 | $388K |
| Cerity Partners LLC | 0.00% | New | 3,794 | $381K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,761 | $378K |
| Trellis Wealth Advisors LLC | 0.18% | Add +0.3% | 3,673 | $369K |
| McIlrath & Eck, LLC | 0.05% | Add +8.2% | 3,650 | $367K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -19.4% | 3,621 | $364K |
| CVA Family Office, LLC | 0.05% | Reduce -22.2% | 3,503 | $352K |
| Eagle Rock Investment Company, LLC | 0.06% | New | 3,500 | $352K |
| VSM Wealth Advisory, LLC | 0.13% | Add +10.6% | 3,494 | $351K |
| Foundations Investment Advisors, LLC | 0.01% | New | 3,447 | $346K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +17.5% | 3,344 | $336K |
| Hilltop Holdings Inc. | 0.02% | New | 3,043 | $306K |
| Maia Wealth LLC | 0.07% | Add +3.9% | 3,029 | $302K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.12% | No change | 2,920 | $293K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 2,826 | $284K |
| SCS Capital Management LLC | 0.00% | New | 2,772 | $279K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -42.0% | 2,759 | $277K |
| Allworth Financial LP | 0.00% | Add +0.4% | 2,695 | $269K |
| Burney Co./ | 0.01% | New | 2,662 | $268K |
| Brown Wealth Management, LLC | 0.09% | Add +0.0% | 2,643 | $266K |
| Avaii Wealth Management, LLC | 0.14% | Reduce -5.9% | 2,530 | $254K |
| Essex Bank | 0.06% | No change | 2,490 | $250K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | No change | 2,450 | $246K |
| HighTower Advisors, LLC | 0.00% | Add +18.8% | 2,437 | $245K |
| Modern Wealth Management, LLC | 0.01% | New | 2,425 | $244K |
| Level Financial Advisors | 0.08% | No change | 2,292 | $230K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | No change | 2,280 | $229K |
| Valley Financial Group, Inc. | 0.15% | Add +3.4% | 2,203 | $221K |
| Rialto Wealth Management, LLC | 0.07% | No change | 2,170 | $218K |
| Townsquare Capital LLC | 0.00% | Add +0.1% | 2,152 | $216K |
| Family Firm, Inc. | 0.05% | Add +0.5% | 2,057 | $207K |
| Royal Bank of Canada | 0.00% | Add +378.1% | 1,788 | $180K |
| Stonebridge Financial Group, LLC | 0.02% | New | 1,576 | $158K |
| Vermillion Wealth Management, Inc. | 0.05% | Add +0.5% | 1,533 | $154K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,475 | $148K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +0.5% | 1,470 | $148K |
| Accredited Wealth Management, LLC | 0.12% | Add +478.7% | 1,360 | $137K |
| Global Financial Private Client, LLC | 0.05% | No change | 1,230 | $124K |
| Harbour Investments, Inc. | 0.00% | Add +25.0% | 1,200 | $121K |
| Principia Wealth Advisory, LLC | 0.09% | New | 941 | $94K |
| Morgan Stanley | 0.00% | Add +986.8% | 826 | $83K |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.2% | 712 | $72K |
| Financial Management Professionals, Inc. | 0.01% | No change | 700 | $70K |
| Graney & King, LLC | 0.04% | New | 557 | $56K |
| Elequin Capital, LP | 0.01% | Reduce -54.2% | 502 | $50K |
| Rothschild Investment LLC | 0.00% | No change | 500 | $50K |
| Farther Finance Advisors, LLC | 0.00% | No change | 500 | $50K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -76.9% | 423 | $43K |
| Garde Capital, Inc. | 0.00% | New | 405 | $41K |
| MAI Capital Management | 0.00% | No change | 299 | $30K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 253 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 200 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 197 | $20K |
| Conquis Financial LLC | 0.01% | No change | 122 | $12K |
| American National Bank & Trust | 0.00% | Add +68.0% | 84 | $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.