ETF Holders

Who owns VTES?

Bond

Vanguard Short-Term Tax-Exempt Bond ETF Shares · Vanguard

299 institutions reported holding VTES, worth $892.1M, in Form 13F filings for June 30, 2026.

13F holders
299
Institutional value
$892.1M
Change from prior quarter
+10.7%
+$86.2M, with price moves
New and sold-out firms
44 / 17
137 added, 74 trimmed

Top 10 institutional holders of VTES

FirmLocationValueSharesChange
Mercer Global Advisors Inc.Denver, CO$127.1M1,254,555−74,778 shares
Wescott Financial Advisory Group, LLCPhiladelphia, PA$74.9M739,648+14,129 shares
Bank of America Corp.Charlotte, NC$41.5M409,264+30,321 shares
Gleason Group, Inc.Prospect, KY$31.7M312,892+13,330 shares
TIAA Wealth Investment Management LLCNew York, NY$23.8M234,984−31,182 shares
Seeds Investor LLCNew York, NY$20.1M198,242+4,138 shares
Wells Fargo & CompanySan Francisco, CA$19.2M189,383+34,996 shares
Savant Capital, LLCRockford, IL$18.3M181,064+80,851 shares
Raymond James Financial Inc.St. Petersburg, FL$17.0M168,178−70,379 shares
Goldman Sachs Group Inc.New York, NY$16.0M157,546+128,116 shares
289 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns VTES?

299 institutional managers reported holding VTES in Form 13F filings for June 30, 2026, worth $892.1M in total. The largest reported position was held by Mercer Global Advisors Inc., at $127.1M.

Did institutions buy or sell VTES last quarter?

Reported 13F value rose 10.7% from March 31, 2026, which includes price moves as well as buying and selling. 44 firms reported a new position and 17 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is VTES ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.