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 |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,025 | $1.1M |
| Ballast Rock Private Wealth LLC | 0.61% | Add +0.0% | 10,973 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +64.6% | 10,816 | $1.1M |
| Alhambra Investment Management LLC | 0.50% | No change | 10,800 | $1.1M |
| Sunesis Advisors, LLC | 0.49% | No change | 10,674 | $1.1M |
| Planning Center, Inc. | 0.11% | No change | 10,664 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -5.2% | 10,292 | $1.0M |
| Flow Traders U.S. LLC | 0.03% | New | 9,685 | $980K |
| Betterment LLC | 0.00% | Add +16.5% | 9,382 | $949K |
| Modern Wealth Management, LLC | 0.02% | Reduce -46.4% | 9,366 | $947K |
| Rothschild Wealth LLC | 0.09% | No change | 9,357 | $946K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 9,225 | $933K |
| Bridgewealth Advisory Group, LLC | 0.19% | Reduce -0.5% | 9,135 | $924K |
| URS Advisory LLC | 0.67% | Add +21.6% | 9,093 | $920K |
| CVA Family Office, LLC | 0.10% | Add +143.2% | 9,034 | $914K |
| Burney Co./ | 0.03% | Reduce -26.8% | 8,967 | $907K |
| Three Arch Wealth Management LLC | 0.16% | Add +0.5% | 8,676 | $877K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.7% | 8,614 | $871K |
| Stone Loft Wealth Management LLC | 0.61% | Add +115.0% | 8,500 | $860K |
| Gutierrez Wealth Advisory, LLC | 0.52% | Add +0.4% | 8,338 | $843K |
| HUB Investment Partners, LLC | 0.02% | Add +75.3% | 8,236 | $833K |
| Savvy Advisors, Inc. | 0.02% | Add +2.6% | 8,097 | $819K |
| Essex Bank | 0.18% | Add +221.9% | 8,015 | $811K |
| Congress Park Capital LLC | 0.25% | Add +60.0% | 8,000 | $809K |
| Wedmont Private Capital | 0.03% | New | 7,939 | $804K |
| Headinvest, LLC | 0.16% | No change | 7,934 | $802K |
| Integrity Advisory Solutions, LLC | 0.11% | New | 7,913 | $800K |
| Delos Wealth Advisors, LLC | 0.45% | New | 7,852 | $794K |
| Roan Capital Partners | 0.72% | — | 7,662 | $775K |
| Fortune Financial Advisors, LLC | 0.39% | Add +7.2% | 7,578 | $766K |
| Focus Partners Wealth | 0.00% | Reduce -18.4% | 7,324 | $741K |
| VSM Wealth Advisory, LLC | 0.22% | Add +9.2% | 7,229 | $731K |
| WealthSpring Partners, LLC | 0.67% | New | 7,207 | $729K |
| Kestra Advisory Services, LLC | 0.00% | Add +38.3% | 7,151 | $723K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 7,062 | $714K |
| Pennsylvania Capital Management Inc. | 0.20% | Add +80.9% | 6,896 | $697K |
| EnRich Financial Partners LLC | 0.18% | Reduce -0.8% | 6,828 | $691K |
| Westmount Partners, LLC | 0.17% | New | 6,797 | $687K |
| Thrive Wealth Management, LLC | 0.10% | No change | 6,741 | $682K |
| Integrity Wealth Solutions LLC | 0.27% | Add +4.1% | 6,723 | $680K |
| RCS Financial Planning, LLC | 0.35% | Reduce -4.8% | 6,656 | $673K |
| Arbor Investment Advisors, LLC | 0.09% | No change | 6,644 | $672K |
| Directional Asset Management | 0.61% | Add +9.6% | 6,552 | $663K |
| Allworth Financial LP | 0.00% | Add +47.6% | 6,513 | $659K |
| Equitable Holdings, Inc. | 0.00% | Add +67.9% | 6,465 | $657K |
| Cwm, LLC | 0.00% | Add +0.1% | 6,455 | $653K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -59.7% | 6,337 | $641K |
| Bluespring Wealth Management, LLC | 0.05% | Add +70.8% | 6,219 | $629K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 6,200 | $627K |
| Manuka Financial, LLC | 0.38% | Add +0.3% | 6,147 | $622K |
| TAGStone Capital, Inc. | 0.21% | Reduce -43.3% | 5,883 | $595K |
| McIlrath & Eck, LLC | 0.04% | Add +63.0% | 5,854 | $592K |
| Main Street Financial Solutions, LLC | 0.04% | Add +12.8% | 5,841 | $591K |
| First Heartland Consultants, Inc. | 0.04% | Add +2.4% | 5,702 | $577K |
| Cornerstone Financial Management LLC | 0.53% | Reduce -13.0% | 5,697 | $576K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.6% | 5,618 | $568K |
| &partners | 0.00% | Add +16.4% | 5,112 | $552K |
| Crews Bank & Trust | 0.08% | No change | 5,450 | $551K |
| Stone Summit Wealth LLC | 0.15% | Add +1.1% | 5,409 | $547K |
| Harbour Investments, Inc. | 0.01% | Add +4.0% | 5,322 | $538K |
| Montis Financial, LLC | 0.11% | Add +5.0% | 5,314 | $537K |
| Creative Financial Designs Inc. | 0.03% | Reduce -15.9% | 5,271 | $533K |
| VestGen Advisors, LLC | 0.01% | New | 5,271 | $532K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.5% | 5,262 | $532K |
| Stephens Inc. | 0.01% | New | 5,250 | $531K |
| L.K. Benson & Company, P.C. | 0.17% | Add +0.3% | 5,159 | $522K |
| Quantum Financial Planning Services, Inc. | 0.18% | No change | 5,079 | $514K |
| Valley Financial Group, Inc. | 0.28% | Add +49.0% | 5,063 | $512K |
| Piscataqua Savings Bank | 0.36% | No change | 5,000 | $506K |
| McNaughton Wealth Management, LLC | 0.21% | Add +74.2% | 4,956 | $501K |
| Hurlow Wealth Management Group, Inc. | 0.12% | Add +30.9% | 4,896 | $495K |
| CoreCap Advisors, LLC | 0.02% | No change | 4,801 | $486K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.3% | 4,726 | $478K |
| Oxbow Advisors, LLC | 0.04% | No change | 4,667 | $472K |
| Meridian Wealth Management, LLC | 0.02% | No change | 4,600 | $465K |
| Symmetry Partners, LLC | 0.03% | Add +13.7% | 4,593 | $465K |
| Eldridge Investment Advisors, Inc. | 0.10% | Add +2.2% | 4,599 | $464K |
| Sanctuary Advisors, LLC | 0.00% | Add +31.6% | 4,465 | $452K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +12.1% | 4,371 | $442K |
| XML Financial, LLC | 0.03% | Reduce -22.7% | 4,266 | $431K |
| Cerity Partners LLC | 0.00% | Reduce -4.1% | 4,183 | $423K |
| MB Generational Wealth, LLC | 0.23% | Add +33.1% | 4,154 | $420K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,005 | $405K |
| Sound Portfolio Advisors, LLC | 0.33% | New | 4,000 | $405K |
| Elser Financial Planning, Inc | 0.02% | No change | 3,945 | $399K |
| Capstone Financial Advisors, Inc. | 0.02% | New | 3,921 | $397K |
| Elequin Capital, LP | 0.12% | New | 3,886 | $393K |
| SigFig Wealth Management, LLC | 0.01% | Add +15.6% | 3,881 | $393K |
| Donalies Financial Planning, LLC | 0.32% | New | 3,746 | $379K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +5.6% | 3,678 | $372K |
| Summit Financial, LLC | 0.00% | Add +0.5% | 3,643 | $368K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +16.6% | 3,606 | $365K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -21.8% | 3,592 | $363K |
| Magnolia Private Wealth, LLC | 0.24% | Add +37.0% | 3,552 | $359K |
| ETF Portfolio Partners, Inc. | 0.09% | No change | 3,490 | $353K |
| NewEdge Wealth, LLC | 0.00% | New | 3,335 | $337K |
| Burk Holdings LLC | 0.14% | New | 3,203 | $324K |
| Garner Asset Management Corp | 0.13% | No change | 3,200 | $324K |
| Independent Financial Group, LLC | 0.01% | Add +6.8% | 3,150 | $319K |
| Fiduciary Advisors, Inc. | 0.23% | Add +7.6% | 3,075 | $311K |
| Brighton Jones LLC | 0.01% | New | 3,007 | $304K |
| Midwestern Financial, LLC | 0.24% | Add +0.4% | 2,986 | $302K |
| Trellis Wealth Advisors LLC | 0.11% | Reduce -9.0% | 2,984 | $302K |
| Heartwood Wealth Advisors LLC | 0.03% | New | 2,980 | $301K |
| TCFG Wealth Management, LLC | 0.11% | No change | 2,956 | $299K |
| TCFG Investment Advisors, LLC | 0.11% | — | 2,956 | $299K |
| Compass Advisory Group LLC | 0.08% | Add +8.6% | 2,950 | $298K |
| Compound Planning, Inc. | 0.01% | New | 2,949 | $298K |
| Creative Planning | 0.00% | New | 2,913 | $295K |
| Tiaa Trust, National Association | 0.02% | Reduce -99.0% | 2,819 | $285K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +19.7% | 2,800 | $283K |
| Financial Plan, Inc. | 0.03% | Add +22.3% | 2,783 | $281K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 2,771 | $280K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 2,658 | $269K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,655 | $269K |
| MCF Advisors LLC | 0.01% | No change | 2,535 | $256K |
| 180 Wealth Advisors, LLC | 0.03% | New | 2,500 | $253K |
| Argent Trust Co | 0.01% | New | 2,500 | $253K |
| Vise Technologies, Inc. | 0.01% | No change | 2,485 | $252K |
| BOS Asset Management, LLC | 0.06% | Add +25.3% | 2,494 | $252K |
| North Star Investment Management Corp. | 0.02% | No change | 2,460 | $249K |
| Verum Partners LLC | 0.05% | New | 2,457 | $249K |
| Lodestone Wealth Management LLC | 0.10% | No change | 2,450 | $248K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 2,450 | $248K |
| Amicus Financial Advisors, LLC | 0.07% | New | 2,439 | $247K |
| Baird Financial Group, Inc. | 0.00% | Reduce -38.3% | 2,413 | $244K |
| Burling Wealth Partners, LLC | 0.04% | Reduce -25.5% | 2,399 | $243K |
| Fortis Group Advisors, LLC | 0.04% | Add +0.7% | 2,382 | $241K |
| PDS Planning, Inc | 0.02% | Add +0.4% | 2,384 | $241K |
| Retirement Planning Group, LLC | 0.01% | No change | 2,377 | $240K |
| SCS Capital Management LLC | 0.00% | New | 2,368 | $239K |
| Signature Equity Partners, LLC | 0.13% | Add +165.3% | 2,364 | $239K |
| JPMorgan Chase & Co. | 0.00% | Add +53.4% | 2,334 | $236K |
| Essex Financial Services, Inc. | 0.01% | Reduce -0.4% | 2,330 | $236K |
| Valmark Advisers, Inc. | 0.00% | New | 2,295 | $232K |
| Level Financial Advisors | 0.06% | No change | 2,292 | $232K |
| CGN Advisors LLC | 0.02% | Reduce -2.9% | 2,280 | $231K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 2,249 | $228K |
| Boston Family Office LLC | 0.02% | No change | 2,250 | $228K |
| Washington Trust Advisors, Inc. | 0.02% | Add +0.4% | 2,218 | $224K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.1% | 2,209 | $223K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.7% | 2,150 | $217K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 2,148 | $217K |
| Advisory Services Network, LLC | 0.00% | New | 2,090 | $211K |
| Portland Financial Advisors Inc | 0.42% | No change | 2,017 | $204K |
| Life Planning Partners, Inc | 0.15% | No change | 2,000 | $202K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +0.5% | 1,979 | $200K |
| Core Wealth Advisors, Inc. | 0.05% | No change | 1,979 | $200K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,976 | $200K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Reduce -15.7% | 1,970 | $199K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +804.2% | 1,953 | $198K |
| 3 Factor Indexing, LLC | 0.18% | — | 1,868 | $189K |
| Graney & King, LLC | 0.09% | No change | 1,570 | $159K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.5% | 1,481 | $150K |
| Rothschild Investment LLC | 0.01% | Reduce -24.5% | 1,250 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,180 | $119K |
| Triumph Capital Management | 0.02% | New | 1,000 | $101K |
| Westside Investment Management, Inc. | 0.02% | New | 1,000 | $101K |
| Root Financial Partners, LLC | 0.00% | Reduce -60.8% | 975 | $99K |
| American National Bank & Trust | 0.01% | Add +32.6% | 863 | $87K |
| AE Wealth Management LLC | 0.00% | Add +43.2% | 839 | $85K |
| Rossby Financial, LCC | 0.02% | Add +83.7% | 753 | $76K |
| Financial Management Professionals, Inc. | 0.01% | No change | 700 | $71K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.6% | 540 | $55K |
| C M Bidwell & Associates Ltd. | 0.02% | Add +15.8% | 513 | $52K |
| Gould Capital, LLC | 0.03% | No change | 500 | $51K |
| Eastern Bank | 0.00% | No change | 500 | $51K |
| FMR LLC | 0.00% | New | 482 | $49K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 377 | $38K |
| Birchwood Financial Partners, Inc. | 0.03% | No change | 350 | $35K |
| AdvisorNet Financial, Inc | 0.00% | New | 300 | $30K |
| MAI Capital Management | 0.00% | No change | 299 | $30K |
| Nepc LLC | 0.00% | Reduce -7.4% | 277 | $28K |
| IFP Advisors, Inc | 0.00% | Add +0.8% | 260 | $26K |
| Ancora Advisors LLC | 0.00% | New | 200 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $20K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.6% | 166 | $17K |
| LRI Investments, LLC | 0.00% | New | 36 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | New | 32 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 28 | $3K |
| Vanguard Advisers Inc. | 0.00% | — | 4 | $435 |
"% 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.