Vanguard SH Term Tax-Ex BondVTESETF
13F holders, Q3 2025 (September 30)206holders +18
30new positions
12sold out
1famous investor
$101.93avg. 13F price*
At the end of Q3 2025, 206 institutions reported holding Vanguard SH Term Tax-Ex Bond (VTES) in their 13F filings, up 18 from Q2 2025. 30 opened new positions and 12 sold out. The largest holders were Mercer Global Advisors Inc. ($140.1M), Wescott Financial Advisory Group, LLC ($64.8M) and Gleason Group, Inc. ($31.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $43.1M |
| Exits | 12 | $15.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,215,453 shares bought and 248,285 shares sold, net +967,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| Mercer Global Advisors Inc. | 0.23% | Add +8.9% | 1,374,774 | $140.1M |
| Wescott Financial Advisory Group, LLC | 5.82% | Reduce -0.1% | 636,155 | $64.8M |
| Gleason Group, Inc. | 3.12% | Reduce -0.5% | 304,369 | $31.0M |
| Karpus Management, Inc. | 0.97% | Add +29.4% | 300,250 | $30.6M |
| Bank of America Corp. | 0.00% | Add +17.8% | 259,963 | $26.5M |
| Tiaa Trust, National Association | 0.06% | New | 249,968 | $25.5M |
| Seeds Investor LLC | 3.93% | Add +10.4% | 182,700 | $18.6M |
| Corient Private Wealth LP | 0.03% | Add +0.9% | 163,480 | $16.7M |
| Raymond James Financial Inc. | 0.00% | Add +72.8% | 142,102 | $14.5M |
| Cetera Investment Advisers | 0.01% | Add +14.2% | 117,920 | $12.0M |
| Beaird Harris Wealth Management, LLC | 0.78% | Add +2.5% | 108,142 | $11.0M |
| Wells Fargo & Company | 0.00% | Add +36.0% | 103,120 | $10.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.1% | 96,020 | $9.8M |
| Savant Capital, LLC | 0.06% | Add +132.5% | 94,131 | $9.6M |
| Stonebridge Capital Advisors LLC | 0.62% | Add +6.3% | 84,837 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +148.7% | 82,845 | $8.4M |
| Beacon Bank & Trust | 1.81% | Add +228.3% | 82,413 | $8.4M |
| Capital Investment Services of America, Inc. | 0.69% | Reduce -0.1% | 76,370 | $7.8M |
| Hughes Financial Services, LLC | 1.15% | Add +3.7% | 70,989 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 63,908 | $6.5M |
| Topsail Wealth Management, LLC | 0.88% | Add +0.0% | 51,102 | $5.2M |
| Legacy PCG, LLC | 3.09% | Add +13.8% | 50,556 | $5.2M |
| Firestone Capital Management | 1.05% | Add +11.1% | 47,610 | $4.9M |
| Truist Financial Corp. | 0.01% | Add +67.6% | 43,639 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +99.1% | 43,319 | $4.4M |
| LPL Financial LLC | 0.00% | Add +45.2% | 41,054 | $4.2M |
| Altiora Financial Group, LLC | 0.76% | Add +4.9% | 40,731 | $4.2M |
| TCI Wealth Advisors, Inc. | 0.24% | New | 39,500 | $4.0M |
| Eclectic Associates Inc. | 0.73% | Add +15.0% | 39,023 | $4.0M |
| UBS Group AG | 0.00% | Add +16.4% | 38,602 | $3.9M |
| Creative Financial Designs Inc. | 0.26% | Reduce -2.1% | 37,615 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.04% | New | 37,212 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +21.7% | 36,948 | $3.8M |
| Dakota Wealth Management | 0.07% | Add +19.7% | 34,950 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +26.6% | 33,873 | $3.5M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -6.4% | 33,315 | $3.4M |
| Brown Advisory Inc. | 0.00% | Reduce -4.5% | 32,190 | $3.3M |
| Haven Private, LLC | 1.44% | Add +3.0% | 31,930 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.6% | 31,265 | $3.2M |
| Mayport, LLC | 0.67% | Add +47.6% | 30,469 | $3.1M |
| Genesis Private Wealth, LLC | 1.29% | Add +13.1% | 30,220 | $3.1M |
| Sterling Financial Planning, Inc. | 0.97% | Add +2.8% | 30,144 | $3.1M |
| Aspire Private Capital, LLC | 0.62% | Add +26.4% | 27,520 | $2.8M |
| BlueChip Wealth Advisors LLC | 1.15% | Reduce -6.5% | 26,448 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +5.2% | 26,220 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +80.5% | 26,201 | $2.7M |
| Evanson Asset Management, LLC | 0.15% | Add +3.6% | 25,793 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +30.1% | 24,081 | $2.5M |
| Burton Enright Welch | 0.36% | Add +1.2% | 23,373 | $2.4M |
| Brown Wealth Management, LLC | 0.65% | Reduce -5.2% | 22,696 | $2.3M |
| Bedel Financial Consulting, Inc. | 0.29% | Add +10.1% | 22,614 | $2.3M |
| GenTrust, LLC | 0.10% | Reduce -5.9% | 22,190 | $2.3M |
| Silver Oak Advisory Group, Inc. | 1.01% | Add +9.9% | 21,886 | $2.2M |
| Jacobson & Schmitt Advisors, LLC | 0.35% | Add +196.3% | 20,168 | $2.1M |
| Haverford Trust Co | 0.02% | Add +18.4% | 19,635 | $2.0M |
| Diversified Portfolios, Inc. | 0.18% | Reduce -4.6% | 19,557 | $2.0M |
| HB Wealth Management, LLC | 0.01% | Add +363.8% | 19,481 | $2.0M |
| Elequin Capital, LP | 0.16% | Reduce -14.0% | 18,697 | $1.9M |
| Choate Investment Advisors | 0.04% | New | 17,663 | $1.8M |
| Whitegate Investment Counselors, Inc. | 0.58% | No change | 17,380 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +39.5% | 17,301 | $1.8M |
| Passive Capital Management, LLC. | 0.57% | Reduce -34.1% | 17,206 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +411.2% | 17,053 | $1.7M |
| Citadel Advisors | 0.00% | Add +47.8% | 16,431 | $1.7M |
| Modern Wealth Management, LLC | 0.03% | Add +34.6% | 16,250 | $1.7M |
| Allodium Investment Consultants, LLC | 0.91% | Add +38.1% | 15,877 | $1.6M |
| Gutierrez Wealth Advisory, LLC | 1.01% | Add +0.6% | 15,474 | $1.6M |
| Kathleen S. Wright Associates Inc. | 0.57% | Add +1.7% | 15,160 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.2% | 15,103 | $1.5M |
| Laurel Wealth Advisors LLC | 0.21% | Add +5.5% | 14,477 | $1.5M |
| Cardiff Park Advisors, LLC | 0.11% | Reduce -1.8% | 14,112 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +6.2% | 13,983 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | No change | 13,940 | $1.4M |
| Single Point Partners, LLC | 0.29% | Add +0.9% | 13,827 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.1% | 13,577 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Add +0.9% | 13,467 | $1.4M |
| Eaton-Cambridge Inc. | 0.48% | Add +135.2% | 13,442 | $1.4M |
| Integrity Investment Advisors, LLC | 0.89% | Reduce -2.0% | 13,149 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +45.5% | 13,035 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +17.7% | 12,590 | $1.3M |
| SwitchPoint Financial Planning, LLC | 0.88% | Add +0.5% | 11,951 | $1.2M |
| Burney Co./ | 0.04% | Reduce -24.8% | 11,165 | $1.1M |
| TAGStone Capital, Inc. | 0.45% | Reduce -21.9% | 11,138 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | New | 11,050 | $1.1M |
| Alhambra Investment Management LLC | 0.52% | Add +38.5% | 10,800 | $1.1M |
| Sunesis Advisors, LLC | 0.51% | — | 10,674 | $1.1M |
| Planning Center, Inc. | 0.11% | No change | 10,664 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -75.8% | 10,479 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +195.8% | 10,344 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Add +38.3% | 9,940 | $1.0M |
| Bridgewealth Advisory Group, LLC | 0.23% | Add +1.0% | 9,782 | $997K |
| Waverly Advisors, LLC | 0.01% | Add +31.6% | 9,581 | $977K |
| Flagship Harbor Advisors, LLC | 0.04% | No change | 9,340 | $952K |
| Savvy Advisors, Inc. | 0.04% | No change | 9,292 | $947K |
| Blair William & Co. | 0.00% | Reduce -18.7% | 8,959 | $913K |
| Pillar Financial Advisors, LLC | 0.55% | Add +13.5% | 8,521 | $869K |
| Physician Wealth Solutions Inc. | 0.36% | No change | 8,130 | $829K |
| Focus Partners Wealth | 0.00% | Reduce -13.7% | 8,092 | $825K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +193.5% | 8,000 | $815K |
| Headinvest, LLC | 0.17% | No change | 7,934 | $809K |
"% 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.