Who owns Vanguard Short-Term Tax-Exempt Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VTES from SEC Form 13F filings across 300 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 300 institutions disclosed 8.8M shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $891.4M — about 42.2% of shares outstanding; the largest disclosed holder is MERCER GLOBAL ADVISORS INC /ADV. Source: SEC Form 13F filings, parsed by EvidInvest.
300
13F holders
$891.4M
value, 2026 filers
42.2%
of shares outstanding (8.8M sh)
44
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VTES's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 1.3M | $127.1M | 0.2% | 6% | -5.6% |
| 2 | Wescott Financial Advisory Group, LLC | 739,648 | $74.9M | 5.8% | 3.5% | +1.9% |
| 3 | BANK OF AMERICA CORP /DE/ | 409,264 | $41.5M | 0.0% | 2% | +8.0% |
| 4 | Gleason Group, Inc. | 312,892 | $31.7M | 2.8% | 1.5% | +4.4% |
| 5 | TIAA Wealth Investment Management LLC | 234,984 | $23.8M | 0.2% | 1.1% | -11.7% |
| 6 | SEEDS INVESTOR LLC | 198,242 | $20.1M | 2.1% | 1% | +2.1% |
| 7 | WELLS FARGO & COMPANY/MN | 189,383 | $19.2M | 0.0% | 0.9% | +22.7% |
| 8 | Savant Capital, LLC | 181,064 | $18.3M | 0.1% | 0.9% | +80.7% |
| 9 | RAYMOND JAMES FINANCIAL INC | 168,178 | $17.0M | 0.0% | 0.8% | -29.5% |
| 10 | GOLDMAN SACHS GROUP INC | 157,546 | $16.0M | 0.0% | 0.8% | +435.3% |
| 11 | Cetera Investment Advisers | 120,115 | $12.2M | 0.0% | 0.6% | +4.2% |
| 12 | MORGAN STANLEY | 101,975 | $10.3M | 0.0% | 0.5% | -10.6% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 100,525 | $10.2M | 0.0% | 0.5% | +8.9% |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 99,216 | $10.1M | 0.0% | 0.5% | +233.0% |
| 15 | LPL Financial LLC | 97,134 | $9.8M | 0.0% | 0.5% | +28.6% |
| 16 | Beacon Bank & Trust | 96,154 | $9.7M | 1.9% | 0.5% | +2.0% |
| 17 | HALL CAPITAL MANAGEMENT CO INCNEW | 95,531 | $9.7M | 3.0% | 0.5% | new |
| 18 | Beaird Harris Wealth Management, LLC | 94,970 | $9.6M | 0.6% | 0.5% | -4.0% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 94,954 | $9.6M | 0.0% | 0.5% | +26.0% |
| 20 | Stonebridge Capital Advisors LLC | 94,224 | $9.5M | 0.6% | 0.5% | +4.7% |
| 21 | S.A. Mason LLC | 92,425 | $9.4M | 2.9% | 0.4% | +74.8% |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 90,508 | $9.2M | 0.0% | 0.4% | +36.8% |
| 23 | Beacon Pointe Advisors, LLC | 88,991 | $9.0M | 0.0% | 0.4% | +6.2% |
| 24 | Altiora Financial Group, LLC | 87,674 | $8.9M | 1.4% | 0.4% | +17.7% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 83,629 | $8.5M | 0.0% | 0.4% | -2.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.