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 |
| Tribridge Partners Financial LLC | 0.37% | Add +147.2% | 7,845 | $797K |
| Eagle Rock Investment Company, LLC | 0.12% | Add +127.4% | 7,731 | $788K |
| Betterment LLC | 0.00% | Add +152.6% | 7,689 | $784K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +56.0% | 7,085 | $722K |
| RCS Financial Planning, LLC | 0.32% | No change | 6,990 | $712K |
| EnRich Financial Partners LLC | 0.20% | Reduce -0.8% | 6,904 | $704K |
| Bridgewater Advisors Inc. | 0.05% | No change | 6,797 | $689K |
| Thrive Wealth Management, LLC | 0.10% | Add +41.0% | 6,741 | $687K |
| Mariner, LLC | 0.00% | Add +148.0% | 6,702 | $683K |
| PFG Private Wealth Management, LLC | 0.29% | New | 6,434 | $656K |
| Integrity Wealth Solutions LLC | 0.29% | Reduce -2.0% | 6,434 | $656K |
| Per Stirling Capital Management, LLC. | 0.08% | No change | 6,292 | $641K |
| VSM Wealth Advisory, LLC | 0.20% | Add +24.1% | 6,165 | $628K |
| Crews Bank & Trust | 0.08% | No change | 5,550 | $566K |
| First Heartland Consultants, Inc. | 0.04% | Add +7.8% | 5,386 | $549K |
| Oxbow Advisors, LLC | 0.05% | No change | 5,357 | $546K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.2% | 5,167 | $527K |
| Asset Planning Corporation | 0.25% | Add +141.6% | 5,154 | $525K |
| Quantum Financial Planning Services, Inc. | 0.21% | No change | 5,079 | $518K |
| L.K. Benson & Company, P.C. | 0.28% | Add +0.5% | 5,059 | $516K |
| ETF Portfolio Partners, Inc. | 0.14% | No change | 4,990 | $509K |
| Lakewood Asset Management LLC | 0.30% | Add +0.6% | 4,932 | $503K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.1% | 4,931 | $503K |
| MML Investors Services, LLC | 0.00% | Reduce -25.9% | 4,890 | $498K |
| CoreCap Advisors, LLC | 0.02% | Add +0.5% | 4,776 | $487K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +27.8% | 4,590 | $468K |
| Rockbridge Investment Management, LCC | 0.05% | New | 4,509 | $460K |
| Eldridge Investment Advisors, Inc. | 0.10% | No change | 4,499 | $457K |
| Montis Financial, LLC | 0.10% | No change | 4,456 | $454K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -3.9% | 4,417 | $450K |
| Fortune Financial Advisors, LLC | 0.34% | New | 4,409 | $449K |
| Harbour Investments, Inc. | 0.01% | Add +148.6% | 4,197 | $428K |
| Piscataqua Savings Bank | 0.32% | New | 4,000 | $408K |
| Stone Summit Wealth LLC | 0.11% | Reduce -22.5% | 3,842 | $392K |
| CVA Family Office, LLC | 0.05% | No change | 3,503 | $357K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 3,483 | $355K |
| Bristlecone Advisors, LLC | 0.03% | Add +73.7% | 3,476 | $354K |
| XML Financial, LLC | 0.03% | No change | 3,415 | $348K |
| Burling Wealth Partners, LLC | 0.06% | Add +24.2% | 3,339 | $340K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -3.6% | 3,322 | $339K |
| Trellis Wealth Advisors LLC | 0.14% | Reduce -6.2% | 3,279 | $334K |
| Maia Wealth LLC | 0.06% | Reduce -8.1% | 3,229 | $327K |
| SigFig Wealth Management, LLC | 0.01% | Add +19.7% | 3,209 | $327K |
| Innova Wealth Partners | 0.17% | New | 3,150 | $321K |
| Bluespring Wealth Management, LLC | 0.03% | New | 3,139 | $320K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -46.6% | 3,100 | $316K |
| TCFG Wealth Management, LLC | 0.12% | New | 3,026 | $308K |
| McIlrath & Eck, LLC | 0.03% | Add +3.5% | 3,024 | $308K |
| Hurlow Wealth Management Group, Inc. | 0.08% | New | 3,009 | $307K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -72.4% | 2,967 | $302K |
| Allworth Financial LP | 0.00% | Add +9.3% | 2,958 | $301K |
| Midwestern Financial, LLC | 0.26% | Add +0.7% | 2,946 | $300K |
| High Net Worth Advisory Group LLC | 0.07% | New | 2,851 | $291K |
| Magnolia Private Wealth, LLC | 0.21% | Reduce -32.6% | 2,807 | $286K |
| Root Financial Partners, LLC | 0.02% | No change | 2,805 | $286K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,792 | $285K |
| Valley Financial Group, Inc. | 0.16% | Add +24.6% | 2,746 | $280K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -15.1% | 2,658 | $271K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,655 | $271K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | Reduce -3.6% | 2,650 | $270K |
| Hilltop Holdings Inc. | 0.01% | Reduce -4.0% | 2,625 | $268K |
| Life Planning Partners, Inc | 0.19% | New | 2,603 | $265K |
| MFA Wealth Services | 0.18% | New | 2,592 | $264K |
| Essex Bank | 0.06% | No change | 2,490 | $254K |
| Quantinno Capital Management LP | 0.00% | New | 2,459 | $251K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 2,450 | $250K |
| Lodestone Wealth Management LLC | 0.11% | No change | 2,450 | $250K |
| First Affirmative Financial Network | 0.12% | New | 2,402 | $245K |
| Retirement Planning Group, LLC | 0.01% | New | 2,377 | $242K |
| Fortis Group Advisors, LLC | 0.04% | Add +10.2% | 2,350 | $239K |
| Essex Financial Services, Inc. | 0.01% | Reduce -40.3% | 2,340 | $239K |
| CGN Advisors LLC | 0.02% | New | 2,311 | $236K |
| Level Financial Advisors | 0.07% | No change | 2,292 | $234K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,277 | $232K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 2,249 | $229K |
| Boston Family Office LLC | 0.01% | No change | 2,250 | $229K |
| PDS Planning, Inc | 0.02% | Add +9.5% | 2,229 | $227K |
| MB Generational Wealth, LLC | 0.14% | — | 2,200 | $224K |
| Washington Trust Advisors, Inc. | 0.02% | New | 2,195 | $224K |
| HighTower Advisors, LLC | 0.00% | New | 2,147 | $219K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +38.9% | 2,144 | $219K |
| Elser Financial Planning, Inc | 0.26% | New | 2,117 | $215K |
| Avaii Wealth Management, LLC | 0.08% | Reduce -33.4% | 2,059 | $210K |
| BOS Asset Management, LLC | 0.06% | No change | 1,990 | $203K |
| Core Wealth Advisors, Inc. | 0.05% | New | 1,979 | $202K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -28.3% | 1,977 | $202K |
| Wedbush Securities Inc. | 0.01% | New | 1,975 | $201K |
| Hanson & Doremus Investment Management | 0.02% | Add +78.1% | 1,462 | $149K |
| Accredited Wealth Management, LLC | 0.11% | Reduce -61.4% | 516 | $146K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,298 | $132K |
| Rothschild Investment LLC | 0.01% | Add +150.0% | 1,250 | $127K |
| Morgan Stanley | 0.00% | Add +1407.8% | 1,161 | $118K |
| Principia Wealth Advisory, LLC | 0.07% | No change | 941 | $96K |
| Global Retirement Partners, LLC | 0.00% | Add +691.1% | 799 | $81K |
| Financial Management Professionals, Inc. | 0.01% | No change | 700 | $71K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.0% | 529 | $54K |
| Eastern Bank | 0.00% | No change | 500 | $51K |
| C M Bidwell & Associates Ltd. | 0.02% | Reduce -52.5% | 443 | $45K |
| Graney & King, LLC | 0.03% | Reduce -28.7% | 397 | $40K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +4.7% | 377 | $38K |
| Rossby Financial, LCC | 0.01% | New | 322 | $33K |
| American National Bank & Trust | 0.00% | Add +36.4% | 300 | $31K |
| MAI Capital Management | 0.00% | No change | 299 | $30K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 256 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 200 | $20K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 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.