Vanguard SH Term Tax-Ex BondVTESETF
13F holders, Q2 2025 (June 30)188holders +33
44new positions
11sold out
1famous investor
$100.93avg. 13F price*
At the end of Q2 2025, 188 institutions reported holding Vanguard SH Term Tax-Ex Bond (VTES) in their 13F filings, up 33 from Q1 2025. 44 opened new positions and 11 sold out. The largest holders were Mercer Global Advisors Inc. ($127.5M), Wescott Financial Advisory Group, LLC ($64.3M) and Gleason Group, Inc. ($30.9M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $32.0M |
| Exits | 11 | $7.6M |
All 13F filers, Q1 2025 → Q2 2025: 2,622,808 shares bought and 300,801 shares sold, net +2,322,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Mercer Global Advisors Inc. | 0.29% | Add +3727.3% | 1,262,847 | $127.5M |
| Wescott Financial Advisory Group, LLC | 6.15% | Reduce -1.6% | 637,076 | $64.3M |
| Gleason Group, Inc. | 3.35% | Add +544.5% | 305,954 | $30.9M |
| Karpus Management, Inc. | 0.76% | Add +1057.6% | 232,100 | $23.4M |
| Bank of America Corp. | 0.00% | Add +37.6% | 220,608 | $22.3M |
| Seeds Investor LLC | 3.92% | Add +30.3% | 165,459 | $16.7M |
| Corient Private Wealth LP | 0.02% | Reduce -10.6% | 162,071 | $16.4M |
| Beaird Harris Wealth Management, LLC | 0.82% | Reduce -8.6% | 105,511 | $10.6M |
| Cetera Investment Advisers | 0.02% | Add +48.1% | 103,246 | $10.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.3% | 100,144 | $10.1M |
| Jane Street Group, LLC | 0.01% | Add +126.9% | 90,085 | $9.1M |
| Raymond James Financial Inc. | 0.00% | Add +13.9% | 82,238 | $8.3M |
| Stonebridge Capital Advisors LLC | 0.61% | Add +4.2% | 79,841 | $8.1M |
| Capital Investment Services of America, Inc. | 0.71% | Reduce -5.3% | 76,470 | $7.7M |
| Wells Fargo & Company | 0.00% | Add +52.1% | 75,848 | $7.7M |
| Hughes Financial Services, LLC | 1.19% | Reduce -0.5% | 68,439 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.2% | 65,350 | $6.6M |
| Topsail Wealth Management, LLC | 0.94% | New | 51,100 | $5.2M |
| Legacy PCG, LLC | 2.87% | Add +7.5% | 44,419 | $4.5M |
| Royal Bank of Canada | 0.00% | Add +2323.8% | 43,337 | $4.4M |
| Firestone Capital Management | 1.02% | Reduce -5.8% | 42,860 | $4.3M |
| Savant Capital, LLC | 0.03% | Add +69.9% | 40,491 | $4.1M |
| Altiora Financial Group, LLC | 0.77% | Reduce -7.8% | 38,831 | $3.9M |
| Creative Financial Designs Inc. | 0.28% | Add +16.7% | 38,438 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -1.4% | 35,593 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 34,968 | $3.5M |
| Eclectic Associates Inc. | 0.74% | Add +38.9% | 33,925 | $3.4M |
| Brown Advisory Inc. | 0.00% | Reduce -15.1% | 33,726 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +819.9% | 33,311 | $3.4M |
| UBS Group AG | 0.00% | Add +401.4% | 33,163 | $3.3M |
| Haven Private, LLC | 1.39% | New | 31,015 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +39.7% | 30,371 | $3.1M |
| PrairieView Partners, LLC | 0.29% | Reduce -27.6% | 29,572 | $3.0M |
| Sterling Financial Planning, Inc. | 0.99% | Add +3.2% | 29,326 | $3.0M |
| Dakota Wealth Management | 0.06% | Add +80.3% | 29,200 | $2.9M |
| BlueChip Wealth Advisors LLC | 1.18% | Add +112.5% | 28,302 | $2.9M |
| LPL Financial LLC | 0.00% | Add +33.5% | 28,272 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.8% | 26,763 | $2.7M |
| Genesis Private Wealth, LLC | 1.27% | Add +10.7% | 26,715 | $2.7M |
| Passive Capital Management, LLC. | 0.82% | Add +3.8% | 26,131 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +545.9% | 26,042 | $2.6M |
| Beacon Bank & Trust | 0.58% | Add +41.9% | 25,101 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +12.6% | 24,929 | $2.5M |
| Evanson Asset Management, LLC | 0.16% | Add +0.3% | 24,905 | $2.5M |
| Brown Wealth Management, LLC | 0.75% | Add +806.1% | 23,948 | $2.4M |
| GenTrust, LLC | 0.11% | Reduce -31.0% | 23,587 | $2.4M |
| Burton Enright Welch | 0.40% | Reduce -29.7% | 23,095 | $2.3M |
| Aspire Private Capital, LLC | 0.51% | Add +81.9% | 21,781 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +126.5% | 21,755 | $2.2M |
| Elequin Capital, LP | 0.70% | Add +4231.3% | 21,743 | $2.2M |
| Mayport, LLC | 0.50% | Reduce -28.7% | 20,649 | $2.1M |
| Bedel Financial Consulting, Inc. | 0.28% | New | 20,540 | $2.1M |
| Diversified Portfolios, Inc. | 0.20% | Add +2.6% | 20,508 | $2.1M |
| Silver Oak Advisory Group, Inc. | 0.97% | Reduce -2.6% | 19,920 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 18,509 | $1.9M |
| Whitegate Investment Counselors, Inc. | 0.60% | Reduce -17.8% | 17,380 | $1.8M |
| Haverford Trust Co | 0.02% | Reduce -8.5% | 16,576 | $1.7M |
| Graypoint LLC | 0.09% | No change | 16,400 | $1.7M |
| San Luis Wealth Advisors LLC | 0.34% | Reduce -83.6% | 15,548 | $1.6M |
| Gutierrez Wealth Advisory, LLC | 1.04% | New | 15,376 | $1.6M |
| Kathleen S. Wright Associates Inc. | 0.59% | Add +52.0% | 14,900 | $1.5M |
| Burney Co./ | 0.05% | Add +457.6% | 14,843 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -20.4% | 14,520 | $1.5M |
| Cardiff Park Advisors, LLC | 0.13% | No change | 14,376 | $1.5M |
| TAGStone Capital, Inc. | 0.60% | Reduce -44.2% | 14,264 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | New | 13,940 | $1.4M |
| Laurel Wealth Advisors LLC | 0.21% | Add +3.8% | 13,723 | $1.4M |
| Single Point Partners, LLC | 0.30% | Add +11.7% | 13,705 | $1.4M |
| Integrity Investment Advisors, LLC | 1.04% | Reduce -1.1% | 13,422 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Add +3.0% | 13,350 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +243.4% | 13,299 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +121.9% | 13,168 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +192.5% | 13,107 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Add +133.3% | 12,404 | $1.3M |
| Arax Advisory Partners | 0.06% | New | 12,273 | $1.2M |
| Modern Wealth Management, LLC | 0.03% | Add +397.9% | 12,075 | $1.2M |
| SwitchPoint Financial Planning, LLC | 0.98% | Reduce -9.8% | 11,897 | $1.2M |
| Allodium Investment Consultants, LLC | 0.73% | Add +12.5% | 11,494 | $1.2M |
| Citadel Advisors | 0.00% | New | 11,116 | $1.1M |
| Blair William & Co. | 0.00% | New | 11,014 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.7% | 10,757 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +12.4% | 10,695 | $1.1M |
| Planning Center, Inc. | 0.12% | Reduce -1.4% | 10,664 | $1.1M |
| Bridgewealth Advisory Group, LLC | 0.25% | New | 9,682 | $977K |
| Focus Partners Wealth | 0.00% | Add +54.2% | 9,377 | $946K |
| Flagship Harbor Advisors, LLC | 0.04% | New | 9,340 | $943K |
| Savvy Advisors, Inc. | 0.06% | No change | 9,292 | $938K |
| Boothbay Fund Management, LLC | 0.03% | New | 9,250 | $934K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -38.8% | 8,957 | $904K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.34% | Add +196.8% | 8,665 | $875K |
| Physician Wealth Solutions Inc. | 0.38% | New | 8,130 | $821K |
| Headinvest, LLC | 0.17% | No change | 7,934 | $801K |
| Alhambra Investment Management LLC | 0.39% | Add +62.5% | 7,800 | $787K |
| Pillar Financial Advisors, LLC | 0.52% | Reduce -6.3% | 7,506 | $758K |
| Waverly Advisors, LLC | 0.01% | Add +28.5% | 7,280 | $735K |
| Avior Wealth Management, LLC | 0.03% | Add +18.1% | 7,190 | $726K |
| RCS Financial Planning, LLC | 0.35% | Reduce -7.8% | 6,990 | $705K |
| EnRich Financial Partners LLC | 0.22% | Reduce -0.5% | 6,958 | $702K |
| Bridgewater Advisors Inc. | 0.05% | No change | 6,797 | $688K |
| Jacobson & Schmitt Advisors, LLC | 0.12% | New | 6,807 | $687K |
| MML Investors Services, LLC | 0.00% | Reduce -5.8% | 6,602 | $666K |
| Integrity Wealth Solutions LLC | 0.32% | Add +24.2% | 6,564 | $662K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +1.6% | 6,292 | $635K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | New | 5,807 | $586K |
| Eaton-Cambridge Inc. | 0.22% | No change | 5,715 | $577K |
| Crews Bank & Trust | 0.09% | No change | 5,550 | $560K |
| Oxbow Advisors, LLC | 0.06% | No change | 5,357 | $541K |
| Kestra Advisory Services, LLC | 0.00% | Add +34.3% | 5,177 | $522K |
| Quantum Financial Planning Services, Inc. | 0.24% | New | 5,079 | $513K |
| L.K. Benson & Company, P.C. | 0.31% | Add +0.5% | 5,034 | $508K |
| First Heartland Consultants, Inc. | 0.04% | New | 4,995 | $504K |
| ETF Portfolio Partners, Inc. | 0.14% | New | 4,990 | $504K |
| VSM Wealth Advisory, LLC | 0.17% | Add +42.2% | 4,968 | $501K |
| Stone Summit Wealth LLC | 0.16% | Add +14.3% | 4,959 | $501K |
| Lakewood Asset Management LLC | 0.33% | Add +0.6% | 4,903 | $495K |
| Thrive Wealth Management, LLC | 0.08% | New | 4,780 | $482K |
| CoreCap Advisors, LLC | 0.02% | Add +0.7% | 4,754 | $480K |
| Main Street Financial Solutions, LLC | 0.03% | Add +3.3% | 4,598 | $464K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4,542 | $458K |
| Eldridge Investment Advisors, Inc. | 0.09% | Reduce -3.9% | 4,499 | $453K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +19.0% | 4,477 | $452K |
| Montis Financial, LLC | 0.13% | No change | 4,456 | $450K |
| HB Wealth Management, LLC | 0.00% | New | 4,200 | $424K |
| Magnolia Private Wealth, LLC | 0.33% | New | 4,168 | $421K |
| Essex Financial Services, Inc. | 0.03% | Reduce -52.0% | 3,920 | $396K |
| Flow Traders U.S. LLC | 0.01% | Reduce -52.4% | 3,680 | $371K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +7.4% | 3,592 | $363K |
| Maia Wealth LLC | 0.07% | Add +16.0% | 3,513 | $355K |
| CVA Family Office, LLC | 0.05% | No change | 3,503 | $354K |
| Farther Finance Advisors, LLC | 0.01% | Add +599.4% | 3,497 | $353K |
| Trellis Wealth Advisors LLC | 0.15% | Reduce -4.8% | 3,496 | $353K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 3,483 | $352K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 3,447 | $348K |
| XML Financial, LLC | 0.03% | New | 3,415 | $345K |
| Eagle Rock Investment Company, LLC | 0.05% | Reduce -2.9% | 3,400 | $343K |
| Stifel Financial Corp. | 0.00% | New | 3,336 | $337K |
| Tribridge Partners Financial LLC | 0.19% | — | 3,173 | $320K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 3,130 | $316K |
| Avaii Wealth Management, LLC | 0.14% | Add +22.3% | 3,093 | $312K |
| Betterment LLC | 0.00% | New | 3,044 | $307K |
| Midwestern Financial, LLC | 0.28% | — | 2,925 | $295K |
| McIlrath & Eck, LLC | 0.03% | Reduce -19.9% | 2,922 | $295K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -53.9% | 2,892 | $292K |
| Root Financial Partners, LLC | 0.03% | New | 2,805 | $283K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 2,759 | $278K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | New | 2,750 | $278K |
| Hilltop Holdings Inc. | 0.02% | Reduce -10.1% | 2,735 | $276K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.5% | 2,726 | $275K |
| Allworth Financial LP | 0.00% | Add +0.4% | 2,705 | $273K |
| Mariner, LLC | 0.00% | New | 2,702 | $273K |
| Burling Wealth Partners, LLC | 0.05% | New | 2,689 | $271K |
| SigFig Wealth Management, LLC | 0.01% | New | 2,681 | $271K |
| Essex Bank | 0.06% | No change | 2,490 | $251K |
| Lodestone Wealth Management LLC | 0.12% | New | 2,450 | $247K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | No change | 2,450 | $247K |
| Level Financial Advisors | 0.07% | No change | 2,292 | $231K |
| Boston Family Office LLC | 0.02% | New | 2,250 | $227K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 2,249 | $227K |
| First Manhattan Co. Llc. | 0.00% | New | 2,240 | $226K |
| Valley Financial Group, Inc. | 0.13% | No change | 2,203 | $222K |
| Rialto Wealth Management, LLC | 0.06% | Add +1.1% | 2,194 | $221K |
| Fortis Group Advisors, LLC | 0.04% | New | 2,132 | $216K |
| Asset Planning Corporation | 0.11% | New | 2,133 | $215K |
| SCS Capital Management LLC | 0.00% | Reduce -25.0% | 2,080 | $210K |
| PDS Planning, Inc | 0.02% | New | 2,035 | $205K |
| Bristlecone Advisors, LLC | 0.02% | New | 2,001 | $202K |
| BOS Asset Management, LLC | 0.06% | New | 1,990 | $201K |
| Harbour Investments, Inc. | 0.00% | Add +40.7% | 1,688 | $170K |
| Vermillion Wealth Management, Inc. | 0.07% | Add +0.7% | 1,544 | $156K |
| Accredited Wealth Management, LLC | 0.11% | Reduce -1.8% | 1,335 | $135K |
| CIBC Private Wealth Group LLC | 0.00% | Add +549.0% | 1,298 | $131K |
| Principia Wealth Advisory, LLC | 0.08% | No change | 941 | $95K |
| C M Bidwell & Associates Ltd. | 0.05% | Add +120.3% | 932 | $94K |
| Hanson & Doremus Investment Management | 0.01% | New | 821 | $83K |
| Financial Management Professionals, Inc. | 0.01% | No change | 700 | $71K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.9% | 670 | $68K |
| Graney & King, LLC | 0.04% | No change | 557 | $56K |
| Rothschild Investment LLC | 0.00% | No change | 500 | $50K |
| Eastern Bank | 0.00% | New | 500 | $50K |
| Garde Capital, Inc. | 0.00% | No change | 405 | $41K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +82.7% | 360 | $36K |
| MAI Capital Management | 0.00% | No change | 299 | $30K |
| IFP Advisors, Inc | 0.00% | Add +0.8% | 255 | $26K |
| American National Bank & Trust | 0.00% | Add +161.9% | 220 | $22K |
| Conquis Financial LLC | 0.01% | No change | 122 | $12K |
| Global Retirement Partners, LLC | 0.00% | — | 101 | $10K |
| Morgan Stanley | 0.00% | Reduce -90.7% | 77 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | New | 51 | $5K |
"% 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.