Vanguard SH Term Tax-Ex BondVTESETF
13F holders, Q1 2026 (March 31)281holders +41
43new positions
9sold out
1famous investor
$101.14avg. 13F price*
At the end of Q1 2026, 281 institutions reported holding Vanguard SH Term Tax-Ex Bond (VTES) in their 13F filings, up 41 from Q4 2025. 43 opened new positions and 9 sold out. The largest holders were Mercer Global Advisors Inc. ($134.4M), Wescott Financial Advisory Group, LLC ($73.4M) and Bank of America Corp. ($38.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $24.8M |
| Exits | 9 | $8.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,093,904 shares bought and 940,708 shares sold, net +153,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Mercer Global Advisors Inc. | 0.20% | Add +1.2% | 1,329,333 | $134.4M |
| Wescott Financial Advisory Group, LLC | 6.43% | Add +8.5% | 725,519 | $73.4M |
| Bank of America Corp. | 0.00% | Add +35.8% | 378,943 | $38.3M |
| Gleason Group, Inc. | 3.00% | Add +5.7% | 299,562 | $30.3M |
| TIAA Wealth Investment Management LLC | 0.21% | — | 266,166 | $26.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -12.8% | 238,557 | $24.1M |
| Seeds Investor LLC | 2.68% | Add +2.4% | 194,104 | $19.7M |
| Corient Private Wealth LP | 0.02% | Add +9.0% | 170,641 | $17.2M |
| Wells Fargo & Company | 0.00% | Add +10.1% | 154,387 | $15.6M |
| Cetera Investment Advisers | 0.01% | Reduce -0.8% | 115,283 | $11.7M |
| Morgan Stanley | 0.00% | Add +323.5% | 114,037 | $11.5M |
| Savant Capital, LLC | 0.05% | Reduce -5.8% | 100,213 | $10.1M |
| Beaird Harris Wealth Management, LLC | 0.68% | Reduce -2.5% | 98,904 | $10.0M |
| Truist Financial Corp. | 0.01% | Add +17.7% | 95,628 | $9.7M |
| Beacon Bank & Trust | 1.95% | Add +4.1% | 94,228 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.1% | 92,338 | $9.3M |
| Stonebridge Capital Advisors LLC | 0.64% | Reduce -2.1% | 90,006 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.4% | 85,535 | $8.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -1.9% | 83,787 | $8.5M |
| Capital Investment Services of America, Inc. | 0.81% | Reduce -0.1% | 76,320 | $7.7M |
| Hughes Financial Services, LLC | 1.18% | Add +4.8% | 75,612 | $7.6M |
| LPL Financial LLC | 0.00% | Add +44.9% | 75,557 | $7.6M |
| Jones Financial Companies LLLP | 0.00% | Add +11.9% | 75,361 | $7.6M |
| Altiora Financial Group, LLC | 1.24% | Add +68.8% | 74,514 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -32.4% | 66,143 | $6.7M |
| Apella Capital, LLC | 0.10% | Add +29.8% | 65,504 | $6.6M |
| Mayport, LLC | 1.17% | Add +50.0% | 62,006 | $6.3M |
| GenTrust, LLC | 0.26% | Add +112.8% | 60,562 | $6.1M |
| Firestone Capital Management | 1.23% | Add +7.2% | 58,634 | $5.9M |
| Haverford Trust Co | 0.05% | Add +124.8% | 55,179 | $5.6M |
| S.A. Mason LLC | 2.01% | Add +98.7% | 52,870 | $5.3M |
| Eclectic Associates Inc. | 0.69% | Add +4.4% | 51,147 | $5.2M |
| Topsail Wealth Management, LLC | 0.76% | Add +0.0% | 51,107 | $5.2M |
| RW Investment Management LLC | 0.47% | — | 48,277 | $4.9M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +2.3% | 47,496 | $4.8M |
| First Affirmative Financial Network | 1.84% | — | 46,945 | $4.7M |
| UBS Group AG | 0.00% | Add +15.2% | 45,339 | $4.6M |
| IF Advisors, LLC | 3.18% | Add +11.3% | 44,500 | $4.5M |
| Dakota Wealth Management | 0.09% | Reduce -4.1% | 42,279 | $4.3M |
| Sanchez Levi Garrett | 2.55% | — | 40,227 | $4.1M |
| BlueChip Wealth Advisors LLC | 1.78% | Add +31.8% | 40,091 | $4.1M |
| TCI Wealth Advisors, Inc. | 0.21% | Reduce -2.5% | 38,667 | $3.9M |
| Clearstead Advisors, LLC | 0.04% | Add +56.6% | 37,870 | $3.8M |
| Haven Private, LLC | 1.65% | Add +14.4% | 37,453 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +2.5% | 36,926 | $3.7M |
| Mariner, LLC | 0.00% | Add +565.3% | 36,499 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +72.5% | 36,374 | $3.7M |
| Karpus Management, Inc. | 0.11% | Reduce -86.7% | 34,950 | $3.5M |
| Bedel Financial Consulting, Inc. | 0.40% | Reduce -78.9% | 34,807 | $3.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.6% | 33,544 | $3.4M |
| Sterling Financial Planning, Inc. | 0.99% | Add +3.7% | 32,976 | $3.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +91.9% | 31,276 | $3.2M |
| Genesis Private Wealth, LLC | 0.98% | Reduce -0.1% | 30,789 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +407.2% | 29,794 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -62.1% | 29,430 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +95.8% | 29,392 | $3.0M |
| Aspire Private Capital, LLC | 0.66% | Add +5.3% | 29,028 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.1% | 27,554 | $2.8M |
| Evanson Asset Management, LLC | 0.15% | Add +6.8% | 27,209 | $2.8M |
| Atria Investments, Inc | 0.03% | Add +22.1% | 26,839 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.12% | New | 26,148 | $2.6M |
| Brown Wealth Management, LLC | 0.65% | Add +6.5% | 24,824 | $2.5M |
| Surience Private Wealth LLC | 2.65% | Add +628.4% | 24,415 | $2.5M |
| Passive Capital Management, LLC. | 0.73% | Add +30.0% | 24,225 | $2.5M |
| Silver Oak Advisory Group, Inc. | 1.04% | Add +8.8% | 23,866 | $2.4M |
| Eaton-Cambridge Inc. | 0.75% | Add +17.7% | 23,659 | $2.4M |
| Daymark Wealth Partners, LLC | 0.07% | Add +15.6% | 22,268 | $2.3M |
| Pillar Financial Advisors, LLC | 1.31% | Add +128.4% | 22,152 | $2.2M |
| Frankly Finances, LLC | 1.96% | Add +0.6% | 21,401 | $2.2M |
| HB Wealth Management, LLC | 0.01% | Add +5.1% | 21,377 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -29.8% | 20,969 | $2.1M |
| Jacobson & Schmitt Advisors, LLC | 0.37% | Reduce -1.9% | 20,375 | $2.1M |
| Avior Wealth Management, LLC | 0.06% | Add +20.3% | 20,370 | $2.1M |
| Burton Enright Welch | 0.28% | Reduce -21.7% | 20,357 | $2.1M |
| Diversified Portfolios, Inc. | 0.16% | Reduce -0.4% | 19,830 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 19,806 | $2.0M |
| Integrity Investment Advisors, LLC | 1.08% | Add +43.3% | 19,759 | $2.0M |
| Allodium Investment Consultants, LLC | 0.95% | Add +2.9% | 19,592 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | New | 19,549 | $2.0M |
| Choate Investment Advisors | 0.04% | Add +7.2% | 19,091 | $1.9M |
| Laurel Wealth Advisors LLC | 0.18% | Add +22.8% | 17,788 | $1.8M |
| Whitegate Investment Counselors, Inc. | 0.56% | No change | 17,380 | $1.8M |
| Brown Advisory Inc. | 0.00% | Add +6.1% | 17,133 | $1.7M |
| Winnacle Wealth LLC | 1.27% | New | 16,246 | $1.6M |
| Single Point Partners, LLC | 0.31% | Add +7.0% | 15,557 | $1.6M |
| Arax Advisory Partners | 0.04% | Add +11.6% | 15,543 | $1.6M |
| AQR Capital Management | 0.00% | New | 14,724 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +3.9% | 14,507 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.4% | 13,967 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | No change | 13,940 | $1.4M |
| Cardiff Park Advisors, LLC | 0.11% | Reduce -2.0% | 13,828 | $1.4M |
| GEN Financial Management, INC. | 0.87% | New | 13,821 | $1.4M |
| Eagle Rock Investment Company, LLC | 0.20% | Add +104.3% | 13,529 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Add +37.7% | 13,143 | $1.3M |
| SwitchPoint Financial Planning, LLC | 0.85% | Add +5.0% | 12,448 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +7.8% | 12,023 | $1.2M |
| Signal Advisors Wealth, LLC | 0.08% | New | 11,888 | $1.2M |
| Tribridge Partners Financial LLC | 0.48% | Add +12.7% | 11,450 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +52.0% | 11,416 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.12% | Add +21.9% | 11,103 | $1.1M |
"% 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.