VANGUARD SH TERM TAX-EX BOND VTES
$101.21
+0.1% 52w: $97.96 – $101.73
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data97.9699.85101.73
Jun 20, 2025 Jul 2, 2026
Institutional holders
278
+39 QoQ
13F value
$818.0M
+4.7% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns VTES?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.3M | $134.4M | 0.2% | +1.2% |
| Wescott Financial Advisory Group, LLC | Wealth advisor | 725.5K | $73.4M | 6.4% | +8.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 378.9K | $38.3M | 0.0% | +35.8% |
| Gleason Group, Inc. | Wealth advisor | 299.6K | $30.3M | 3.0% | +5.7% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 266.2K | $26.9M | 0.2% | — |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 238.6K | $24.1M | 0.0% | -12.8% |
| SEEDS INVESTOR LLC | Wealth advisor | 194.1K | $19.7M | 2.7% | +2.4% |
| Corient Private Wealth LLC | Diversified mechanical | 170.6K | $17.2M | 0.0% | -45.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 154.4K | $15.6M | 0.0% | +10.1% |
| Cetera Investment Advisers | Wealth advisor | 115.3K | $11.7M | 0.0% | -0.8% |
| MORGAN STANLEY | Bank broker | 114.0K | $11.5M | 0.0% | +323.5% |
| Savant Capital, LLC | Wealth advisor | 100.2K | $10.1M | 0.0% | -5.8% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 98.9K | $10.0M | 0.7% | -2.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 95.6K | $9.7M | 0.0% | +17.7% |
| Beacon Bank & Trust | Wealth advisor | 94.2K | $9.5M | 2.0% | +4.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 92.3K | $9.3M | 0.0% | +31.1% |
| Stonebridge Capital Advisors LLC | Other | 90.0K | $9.1M | 0.6% | -2.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 85.5K | $8.7M | 0.0% | -2.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 83.8K | $8.5M | 0.0% | -1.9% |
| Capital Investment Services of America, Inc. ★2 | Fundamental diversified | 76.3K | $7.7M | 0.8% | -0.1% |
| Hughes Financial Services, LLC | Wealth advisor | 75.6K | $7.6M | 1.2% | +4.8% |
| LPL Financial LLC | Bank broker | 75.6K | $7.6M | 0.0% | +44.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 75.4K | $7.6M | 0.0% | +11.9% |
| Altiora Financial Group, LLC | Wealth advisor | 74.5K | $7.5M | 1.2% | +68.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 66.1K | $6.7M | 0.0% | -32.4% |
| Apella Capital, LLC | Wealth advisor | 65.5K | $6.6M | 0.1% | +29.8% |
| MAYPORT, LLC | Wealth advisor | 62.0K | $6.3M | 1.2% | +50.0% |
| GenTrust, LLC | Wealth advisor | 60.6K | $6.1M | 0.3% | +112.8% |
| Firestone Capital Management | Wealth advisor | 58.6K | $5.9M | 1.2% | +7.2% |
| Haverford Trust Co | Other | 55.2K | $5.6M | 0.1% | +124.8% |
| S.A. Mason LLC | Other | 52.9K | $5.3M | 2.0% | +98.7% |
| ECLECTIC ASSOCIATES INC /ADV | Wealth advisor | 51.1K | $5.2M | 0.7% | +4.4% |
| Topsail Wealth Management, LLC | Wealth advisor | 51.1K | $5.2M | 0.8% | 0.0% |
| RW Investment Management LLC | Wealth advisor | 48.3K | $4.9M | 0.5% | — |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 47.5K | $4.8M | 0.1% | +2.3% |
| First Affirmative Financial Network | Other | 46.9K | $4.7M | 1.8% | — |
| UBS Group AG | Bank broker | 45.3K | $4.6M | 0.0% | +15.2% |
| IF Advisors, LLC | Wealth advisor | 44.5K | $4.5M | 3.2% | +11.3% |
| Dakota Wealth Management | Other | 42.3K | $4.3M | 0.1% | -4.1% |
| Sanchez Levi Garrett | Wealth advisor | 40.2K | $4.1M | 2.6% | — |
| BlueChip Wealth Advisors LLC | Wealth advisor | 40.1K | $4.1M | 1.8% | +31.8% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 38.7K | $3.9M | 0.2% | -2.5% |
| Clearstead Advisors, LLC | Wealth advisor | 37.9K | $3.8M | 0.0% | +56.6% |
| Haven Private, LLC | Wealth advisor | 37.5K | $3.8M | 1.6% | +14.5% |
| Private Advisor Group, LLC | Wealth advisor | 36.9K | $3.7M | 0.0% | +2.5% |
| Mariner, LLC | Diversified mechanical | 36.5K | $3.7M | 0.0% | +565.3% |
| ROYAL BANK OF CANADA | Bank broker | 36.4K | $3.7M | 0.0% | +72.5% |
| Karpus Management, Inc. | Other | 35.0K | $3.5M | 0.1% | -86.7% |
| Bedel Financial Consulting, Inc. | Other | 34.8K | $3.5M | 0.4% | -78.9% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 33.5K | $3.4M | 0.0% | +0.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.