Vanguard SH Term Tax-Ex BondVTESETF
13F holders, Q2 2026 (June 30)299holders +18
35new positions
17sold out
1famous investor
$101.30avg. 13F price*
At the end of Q2 2026, 299 institutions reported holding Vanguard SH Term Tax-Ex Bond (VTES) in their 13F filings, up 18 from Q1 2026. 35 opened new positions and 17 sold out. The largest holders were Mercer Global Advisors Inc. ($127.1M), Wescott Financial Advisory Group, LLC ($74.9M) and Bank of America Corp. ($41.5M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $28.7M |
| Exits | 17 | $5.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,347,247 shares bought and 602,741 shares sold, net +744,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Mercer Global Advisors Inc. | 0.16% | Reduce -5.6% | 1,254,555 | $127.1M |
| Wescott Financial Advisory Group, LLC | 5.80% | Add +1.9% | 739,648 | $74.9M |
| Bank of America Corp. | 0.00% | Add +8.0% | 409,264 | $41.5M |
| Gleason Group, Inc. | 2.77% | Add +4.5% | 312,892 | $31.7M |
| TIAA Wealth Investment Management LLC | 0.16% | Reduce -11.7% | 234,984 | $23.8M |
| Seeds Investor LLC | 2.06% | Add +2.1% | 198,242 | $20.1M |
| Wells Fargo & Company | 0.00% | Add +22.7% | 189,383 | $19.2M |
| Savant Capital, LLC | 0.05% | Add +80.7% | 181,064 | $18.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -29.5% | 168,178 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +435.3% | 157,546 | $16.0M |
| Cetera Investment Advisers | 0.01% | Add +4.2% | 120,115 | $12.2M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 101,975 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 100,525 | $10.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +233.0% | 99,216 | $10.1M |
| LPL Financial LLC | 0.00% | Add +28.6% | 97,134 | $9.8M |
| Beacon Bank & Trust | 1.86% | Add +2.0% | 96,154 | $9.7M |
| Hall Capital Management Co. Inc. | 3.01% | New | 95,531 | $9.7M |
| Beaird Harris Wealth Management, LLC | 0.60% | Reduce -4.0% | 94,970 | $9.6M |
| Jones Financial Companies LLLP | 0.00% | Add +26.0% | 94,954 | $9.6M |
| Stonebridge Capital Advisors LLC | 0.61% | Add +4.7% | 94,224 | $9.5M |
| S.A. Mason LLC | 2.88% | Add +74.8% | 92,425 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +36.8% | 90,508 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +6.2% | 88,991 | $9.0M |
| Altiora Financial Group, LLC | 1.40% | Add +17.7% | 87,674 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 83,629 | $8.5M |
| Hughes Financial Services, LLC | 1.09% | Add +7.7% | 81,423 | $8.2M |
| Clearstead Advisors, LLC | 0.08% | Add +112.4% | 80,436 | $8.1M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +288.7% | 76,988 | $7.8M |
| Truist Financial Corp. | 0.01% | Reduce -25.7% | 71,012 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Add +141.4% | 66,517 | $6.7M |
| Apella Capital, LLC | 0.09% | Reduce -2.0% | 64,172 | $6.5M |
| Mayport, LLC | 1.00% | Add +3.0% | 63,855 | $6.5M |
| UBS Group AG | 0.00% | Add +37.1% | 62,184 | $6.3M |
| Haverford Trust Co | 0.05% | Add +11.6% | 61,563 | $6.2M |
| RW Investment Management LLC | 0.54% | Add +26.9% | 61,269 | $6.2M |
| Eclectic Associates Inc. | 0.71% | Add +19.7% | 61,227 | $6.2M |
| GenTrust, LLC | 0.23% | Reduce -3.1% | 58,684 | $5.9M |
| Capital Investment Services of America, Inc. | 0.53% | Reduce -30.3% | 53,210 | $5.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +65.5% | 51,760 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +41.2% | 51,351 | $5.2M |
| Topsail Wealth Management, LLC | 0.66% | Add +0.2% | 51,216 | $5.2M |
| Firestone Capital Management | 0.96% | Reduce -12.9% | 51,071 | $5.2M |
| BlueChip Wealth Advisors LLC | 1.74% | Add +13.0% | 45,299 | $4.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -8.0% | 43,681 | $4.4M |
| Dakota Wealth Management | 0.08% | Reduce -1.2% | 41,779 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +21.5% | 40,760 | $4.1M |
| Sanchez Levi Garrett | 2.21% | No change | 40,227 | $4.1M |
| Mariner, LLC | 0.00% | Add +8.2% | 39,496 | $4.0M |
| Bedel Financial Consulting, Inc. | 0.37% | Add +9.3% | 38,035 | $3.9M |
| Corient Private Wealth LP | 0.01% | Reduce -79.1% | 35,688 | $3.6M |
| Haven Private, LLC | 1.33% | Reduce -7.5% | 34,656 | $3.5M |
| Sterling Financial Planning, Inc. | 0.95% | Add +5.1% | 34,648 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +17.1% | 34,423 | $3.5M |
| Aspire Private Capital, LLC | 0.72% | Add +18.4% | 34,356 | $3.5M |
| Karpus Management, Inc. | 0.10% | Reduce -2.0% | 34,250 | $3.5M |
| Genesis Private Wealth, LLC | 0.96% | Add +9.5% | 33,706 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Add +600.6% | 33,111 | $3.4M |
| Elequin Capital, LP | 0.55% | Add +704.9% | 31,278 | $3.2M |
| Callan Family Office, LLC | 0.06% | New | 30,945 | $3.1M |
| Burton Enright Welch | 0.36% | Add +50.0% | 30,543 | $3.1M |
| Atria Investments, Inc | 0.03% | Add +10.4% | 29,632 | $3.0M |
| Americana Partners, LLC | 0.07% | New | 29,600 | $3.0M |
| Evanson Financial, LLC | 0.13% | — | 27,075 | $2.7M |
| Daymark Wealth Partners, LLC | 0.07% | Add +20.5% | 26,829 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -0.2% | 26,087 | $2.6M |
| Avior Wealth Management, LLC | 0.07% | Add +27.5% | 25,970 | $2.6M |
| Eaton-Cambridge Inc. | 0.72% | Add +7.3% | 25,374 | $2.6M |
| TCI Wealth Advisors, Inc. | 0.11% | Reduce -34.9% | 25,155 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +27.4% | 24,896 | $2.5M |
| Silver Oak Advisory Group, Inc. | 0.99% | Add +3.9% | 24,804 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +125.3% | 24,369 | $2.5M |
| HUB Investment Partners, LLC | 0.05% | Add +195.9% | 24,367 | $2.5M |
| Frankly Finances, LLC | 1.87% | Add +8.9% | 23,301 | $2.4M |
| Brown Wealth Management, LLC | 0.51% | Reduce -9.0% | 22,581 | $2.3M |
| Surience Private Wealth LLC | 2.00% | Reduce -7.9% | 22,493 | $2.3M |
| Choate Investment Advisors | 0.04% | Add +17.3% | 22,386 | $2.3M |
| Bluespring Wealth Management, LLC | 0.04% | Add +252.2% | 21,901 | $2.2M |
| Winnacle Wealth LLC | 1.46% | Add +30.8% | 21,254 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -3.1% | 20,328 | $2.1M |
| Jacobson & Schmitt Advisors, LLC | 0.33% | Reduce -2.3% | 19,901 | $2.0M |
| Stephens Inc. | 0.02% | Add +275.7% | 19,725 | $2.0M |
| IF Advisors, LLC | 1.29% | Reduce -56.4% | 19,400 | $2.0M |
| Passive Capital Management, LLC. | 0.59% | Reduce -23.1% | 18,639 | $1.9M |
| Sunesis Advisors, LLC | 0.78% | Add +73.4% | 18,511 | $1.9M |
| Diversified Portfolios, Inc. | 0.14% | Reduce -7.1% | 18,422 | $1.9M |
| MB Generational Wealth, LLC | 0.91% | Add +342.5% | 18,380 | $1.9M |
| Laurel Wealth Advisors LLC | 0.18% | Add +2.8% | 18,289 | $1.9M |
| HB Wealth Management, LLC | 0.01% | Reduce -14.6% | 18,250 | $1.8M |
| Eagle Rock Investment Company, LLC | 0.22% | Add +30.7% | 17,687 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -52.6% | 17,504 | $1.8M |
| Single Point Partners, LLC | 0.31% | Add +11.7% | 17,369 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +141.8% | 17,292 | $1.8M |
| Arax Advisory Partners | 0.01% | Add +8.0% | 16,786 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -5.8% | 16,146 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +6.5% | 15,449 | $1.6M |
| Integrity Investment Advisors, LLC | 0.68% | Reduce -22.3% | 15,363 | $1.6M |
| AQR Capital Management | 0.00% | No change | 14,724 | $1.5M |
| Allodium Investment Consultants, LLC | 0.62% | Reduce -26.8% | 14,348 | $1.5M |
| GEN Financial Management, INC. | 0.88% | Add +3.7% | 14,332 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.5% | 14,042 | $1.4M |
| McNaughton Wealth Management, LLC | 0.48% | Add +171.8% | 13,472 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Add +1.1% | 13,293 | $1.3M |
| URS Advisory LLC | 0.75% | Add +45.3% | 13,213 | $1.3M |
| Sound Portfolio Advisors, LLC | 0.93% | Add +221.8% | 12,872 | $1.3M |
| Cardiff Park Advisors, LLC | 0.10% | Reduce -7.2% | 12,835 | $1.3M |
| Tribridge Partners Financial LLC | 0.51% | Add +12.3% | 12,856 | $1.3M |
| SwitchPoint Financial Planning, LLC | 0.72% | Reduce -0.8% | 12,346 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.36% | Reduce -29.1% | 12,330 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.12% | Add +8.7% | 12,072 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.8% | 12,011 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -0.6% | 11,956 | $1.2M |
| Signal Advisors Wealth, LLC | 0.06% | No change | 11,888 | $1.2M |
| Alhambra Investment Management LLC | 0.52% | Add +8.3% | 11,700 | $1.2M |
| Ballast Rock Private Wealth LLC | 0.51% | Reduce -0.6% | 10,908 | $1.1M |
| Allworth Financial LP | 0.00% | Add +67.1% | 10,886 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.4% | 10,765 | $1.1M |
| Mutual Advisors, LLC | 0.02% | New | 10,715 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +335.9% | 10,175 | $1.0M |
| Planning Center, Inc. | 0.10% | Reduce -4.6% | 10,169 | $1.0M |
| Congress Park Capital LLC | 0.27% | Add +25.0% | 10,000 | $1.0M |
| Burney Co./ | 0.03% | Add +8.8% | 9,759 | $989K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.4% | 9,540 | $967K |
| Quantinno Capital Management LP | 0.00% | Reduce -17.3% | 9,438 | $956K |
| Blair William & Co. | 0.00% | Reduce -8.6% | 9,407 | $953K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 9,389 | $951K |
| Zhang Financial LLC | 0.03% | New | 9,365 | $949K |
| Rothschild Wealth LLC | 0.08% | No change | 9,357 | $948K |
| Pillar Financial Advisors, LLC | 0.49% | Reduce -58.0% | 9,315 | $944K |
| Wedmont Private Capital | 0.03% | Add +14.7% | 9,102 | $920K |
| CVA Family Office, LLC | 0.08% | Reduce -0.9% | 8,955 | $907K |
| Savvy Advisors, Inc. | 0.02% | Add +9.9% | 8,902 | $902K |
| Three Arch Wealth Management LLC | 0.14% | Add +1.1% | 8,769 | $888K |
| Bridgewealth Advisory Group, LLC | 0.17% | Reduce -4.5% | 8,722 | $884K |
| Gutierrez Wealth Advisory, LLC | 0.49% | Add +0.6% | 8,384 | $849K |
| Fortune Financial Advisors, LLC | 0.36% | Add +8.7% | 8,239 | $835K |
| Stone Loft Wealth Management LLC | 0.47% | Reduce -3.3% | 8,221 | $830K |
| L2 Asset Management, LLC | 0.09% | New | 8,167 | $827K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -5.5% | 8,137 | $824K |
| Equitable Holdings, Inc. | 0.00% | Add +23.2% | 7,965 | $807K |
| Headinvest, LLC | 0.15% | No change | 7,934 | $804K |
| Integrity Advisory Solutions, LLC | 0.08% | No change | 7,913 | $802K |
| Thrive Wealth Management, LLC | 0.10% | Add +11.2% | 7,493 | $759K |
| Roan Capital Partners | 0.62% | Reduce -4.3% | 7,332 | $743K |
| WealthSpring Partners, LLC | 0.63% | Add +0.1% | 7,215 | $731K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 7,062 | $715K |
| Manuka Financial, LLC | 0.37% | Add +14.2% | 7,018 | $711K |
| Focus Partners Wealth | 0.00% | Reduce -4.3% | 7,013 | $711K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +94.0% | 6,969 | $706K |
| EnRich Financial Partners LLC | 0.16% | Reduce -0.0% | 6,826 | $692K |
| McCarter Private Wealth Services LLC | 0.24% | New | 6,810 | $690K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +20.7% | 6,783 | $687K |
| Bridgewater Advisors Inc. | 0.04% | New | 6,797 | $683K |
| Betterment LLC | 0.00% | Reduce -28.4% | 6,719 | $681K |
| RCS Financial Planning, LLC | 0.32% | No change | 6,656 | $674K |
| Arbor Investment Advisors, LLC | 0.08% | No change | 6,644 | $673K |
| Valley Financial Group, Inc. | 0.33% | Add +28.9% | 6,525 | $661K |
| Integrity Wealth Solutions LLC | 0.24% | Reduce -6.1% | 6,313 | $640K |
| Harbour Investments, Inc. | 0.01% | Add +17.6% | 6,261 | $634K |
| Main Street Financial Solutions, LLC | 0.04% | Add +6.0% | 6,194 | $628K |
| R2 Capital Strategies, LLC | 0.28% | — | 6,155 | $624K |
| Hurlow Wealth Management Group, Inc. | 0.13% | Add +22.2% | 5,983 | $606K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -6.3% | 5,937 | $602K |
| Cornerstone Financial Management LLC | 0.48% | Add +4.0% | 5,922 | $600K |
| Baird Financial Group, Inc. | 0.00% | Add +145.1% | 5,913 | $599K |
| CoreCap Advisors, LLC | 0.02% | Add +23.1% | 5,908 | $599K |
| Symmetry Partners, LLC | 0.03% | Add +24.6% | 5,725 | $580K |
| &partners | 0.00% | Add +10.2% | 5,635 | $571K |
| Elser Financial Planning, Inc | 0.02% | Add +42.4% | 5,618 | $569K |
| Schiavi & Co LLC | 0.15% | New | 5,468 | $554K |
| Eldridge Investment Advisors, Inc. | 0.11% | Add +19.1% | 5,479 | $554K |
| Crews Bank & Trust | 0.07% | No change | 5,450 | $552K |
| TAGStone Capital, Inc. | 0.18% | Reduce -7.5% | 5,443 | $551K |
| Donalies Financial Planning, LLC | 0.41% | Add +45.2% | 5,439 | $551K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +94.1% | 5,435 | $551K |
| Montis Financial, LLC | 0.11% | No change | 5,314 | $538K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.7% | 5,297 | $537K |
| Stone Summit Wealth LLC | 0.14% | Reduce -2.5% | 5,276 | $535K |
| VestGen Advisors, LLC | 0.02% | Add +0.0% | 5,272 | $534K |
| Sanctuary Advisors, LLC | 0.00% | Add +16.8% | 5,214 | $528K |
| L.K. Benson & Company, P.C. | 0.16% | Add +0.5% | 5,183 | $525K |
| Quantum Financial Planning Services, Inc. | 0.16% | No change | 5,079 | $515K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -12.2% | 5,007 | $507K |
| Piscataqua Savings Bank | 0.34% | No change | 5,000 | $507K |
| Composition Wealth, LLC | 0.01% | New | 4,946 | $501K |
| Flow Traders U.S. LLC | 0.02% | Reduce -49.4% | 4,898 | $496K |
| CreativeOne Wealth, LLC | 0.01% | Add +19.4% | 4,784 | $485K |
| Cerity Partners LLC | 0.00% | Add +11.8% | 4,677 | $474K |
| Modern Wealth Management, LLC | 0.01% | Reduce -51.3% | 4,561 | $462K |
| Slow Capital, Inc. | 0.05% | New | 4,472 | $453K |
| Independent Financial Group, LLC | 0.01% | Add +38.8% | 4,371 | $443K |
| Brand Asset Management Group, Inc. | 0.10% | New | 4,344 | $440K |
| Essex Financial Services, Inc. | 0.02% | Add +85.8% | 4,330 | $439K |
| SigFig Wealth Management, LLC | 0.01% | Add +11.3% | 4,319 | $437K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +19.5% | 4,309 | $437K |
| XML Financial, LLC | 0.03% | No change | 4,266 | $432K |
| Directional Asset Management | 0.41% | Reduce -35.5% | 4,223 | $428K |
| Creative Financial Designs Inc. | 0.02% | Reduce -20.0% | 4,215 | $427K |
| Compound Planning, Inc. | 0.01% | Add +40.5% | 4,143 | $420K |
| Lake Hills Wealth Management, LLC | 0.19% | New | 4,072 | $413K |
| Hanson & Doremus Investment Management | 0.04% | Add +173.4% | 4,049 | $410K |
| Portfolio Resources Advisor Group, Inc. | 0.32% | New | 3,784 | $383K |
| Financial Plan, Inc. | 0.04% | Add +35.8% | 3,778 | $383K |
| Burk Holdings LLC | 0.14% | Add +17.4% | 3,761 | $381K |
| Integrated Advisors Network LLC | 0.02% | New | 3,704 | $375K |
| Oxbow Advisors, LLC | 0.03% | Reduce -21.1% | 3,680 | $373K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 3,678 | $373K |
| Summit Financial, LLC | 0.00% | Add +0.7% | 3,667 | $371K |
| TCFG Investment Advisors, LLC | 0.13% | Add +23.7% | 3,656 | $370K |
| Modera Wealth Management, LLC | 0.00% | New | 3,550 | $360K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -18.8% | 3,549 | $360K |
| Worth Asset Management, LLC | 0.11% | New | 3,497 | $354K |
| Compass Advisory Group LLC | 0.08% | Add +17.7% | 3,471 | $352K |
| Acumen Wealth Advisors, LLC | 0.07% | New | 3,460 | $351K |
| Diversified Trust Co. | 0.01% | New | 3,429 | $347K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | New | 3,370 | $341K |
| Magnolia Private Wealth, LLC | 0.18% | Reduce -9.2% | 3,227 | $327K |
| Garner Asset Management Corp | 0.11% | No change | 3,200 | $324K |
| Brighton Jones LLC | 0.01% | Add +5.5% | 3,172 | $321K |
| Global Retirement Partners, LLC | 0.00% | — | 3,135 | $318K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | Add +24.5% | 3,050 | $309K |
| HRT Financial LP | 0.00% | New | 3,019 | $305K |
| Midwestern Financial, LLC | 0.21% | Add +0.7% | 3,006 | $305K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,000 | $304K |
| Trellis Wealth Advisors LLC | 0.10% | No change | 2,984 | $302K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 2,980 | $302K |
| Pasadena Private Wealth, LLC | 0.03% | New | 2,662 | $270K |
| Compass Capital Corp. /Ma/ | 0.09% | New | 2,645 | $267K |
| MCF Advisors LLC | 0.01% | Add +1.0% | 2,560 | $259K |
| Delos Wealth Advisors, LLC | 0.13% | Reduce -67.7% | 2,533 | $257K |
| BOS Asset Management, LLC | 0.06% | Add +0.6% | 2,509 | $254K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 2,500 | $253K |
| Argent Trust Co | 0.01% | No change | 2,500 | $253K |
| Core Wealth Advisors, Inc. | 0.05% | Add +25.0% | 2,474 | $251K |
| Verum Partners LLC | 0.04% | Add +0.6% | 2,472 | $250K |
| North Star Investment Management Corp. | 0.01% | No change | 2,460 | $249K |
| Lodestone Wealth Management LLC | 0.09% | No change | 2,450 | $248K |
| Elevatus Welath Management | 0.06% | New | 2,442 | $247K |
| Amicus Financial Advisors, LLC | 0.06% | No change | 2,439 | $247K |
| IFG Advisory, LLC | 0.01% | New | 2,425 | $246K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -9.2% | 2,410 | $244K |
| PDS Planning, Inc | 0.01% | Add +0.7% | 2,400 | $243K |
| Fortis Group Advisors, LLC | 0.04% | Add +0.5% | 2,393 | $242K |
| Retirement Planning Group, LLC | 0.01% | No change | 2,377 | $241K |
| SCS Capital Management LLC | 0.00% | No change | 2,368 | $240K |
| Washington Trust Advisors, Inc. | 0.02% | Add +5.8% | 2,347 | $238K |
| Fiduciary Trust Co | 0.00% | New | 2,325 | $236K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,295 | $233K |
| Level Financial Advisors | 0.05% | No change | 2,292 | $232K |
| Boston Family Office LLC | 0.01% | No change | 2,250 | $228K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 2,249 | $228K |
| Sequent Planning LLC | 0.05% | New | 2,241 | $227K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -19.7% | 2,226 | $226K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.2% | 2,213 | $224K |
| Pennsylvania Capital Management Inc. | 0.05% | Reduce -69.5% | 2,104 | $213K |
| Advisory Services Network, LLC | 0.00% | Add +0.1% | 2,093 | $212K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -66.5% | 2,080 | $211K |
| Independent Advisor Alliance | 0.00% | New | 2,036 | $206K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +2.7% | 2,032 | $206K |
| Portland Financial Advisors Inc | 0.37% | No change | 2,017 | $204K |
| Perigon Wealth Management, LLC | 0.00% | New | 2,012 | $204K |
| Life Planning Partners, Inc | 0.15% | No change | 2,000 | $203K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -56.5% | 2,000 | $203K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,976 | $200K |
| Wedbush Securities Inc. | 0.01% | New | 1,975 | $200K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 1,970 | $200K |
| 3 Factor Indexing, LLC | 0.16% | No change | 1,868 | $189K |
| Graney & King, LLC | 0.06% | Add +13.8% | 1,786 | $178K |
| Westside Investment Management, Inc. | 0.02% | Add +50.0% | 1,500 | $152K |
| Triumph Capital Management | 0.03% | Add +49.0% | 1,490 | $151K |
| Strategic Investment Solutions, Inc. | 0.03% | Reduce -24.6% | 1,472 | $149K |
| FMR LLC | 0.00% | Add +201.0% | 1,451 | $147K |
| American National Bank & Trust | 0.01% | Add +46.9% | 1,268 | $128K |
| Rothschild Investment LLC | 0.00% | No change | 1,250 | $127K |
| AE Wealth Management LLC | 0.00% | Add +37.3% | 1,152 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.7% | 1,101 | $112K |
| Atlatl Advisers LLC | 0.02% | New | 887 | $90K |
| Signature Equity Partners, LLC | 0.04% | Reduce -64.0% | 850 | $86K |
| Birchwood Financial Partners, Inc. | 0.07% | Add +128.6% | 800 | $81K |
| Rossby Financial, LCC | 0.01% | Add +3.6% | 780 | $79K |
| Financial Management Professionals, Inc. | 0.01% | No change | 700 | $71K |
| C M Bidwell & Associates Ltd. | 0.02% | Add +16.0% | 595 | $60K |
| Planning Strategies Inc. | 0.03% | — | 548 | $56K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.6% | 543 | $55K |
| Gould Capital, LLC | 0.03% | No change | 500 | $51K |
| Eastern Bank | 0.00% | No change | 500 | $51K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 377 | $38K |
| AdvisorNet Financial, Inc | 0.00% | No change | 300 | $30K |
| Nepc LLC | 0.00% | Reduce -5.8% | 261 | $26K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 261 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $20K |
| Fiduciary Advisors, Inc. | 0.01% | Reduce -93.8% | 191 | $19K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.6% | 167 | $17K |
| NBH Bank | 0.01% | — | 152 | $15K |
| Assetmark, Inc. | 0.00% | New | 49 | $5K |
| LRI Investments, LLC | 0.00% | No change | 36 | $4K |
| Oakworth Capital, Inc. | 0.00% | New | 32 | $3K |
| Tiaa Trust, National Association | 0.00% | Reduce -98.9% | 31 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 28 | $3K |
| Vanguard Advisers Inc. | 0.00% | No change | 4 | $436 |
"% 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.