Evid Invest
Who owns VTESWhat VTES owns — n/a

Who owns Vanguard Short-Term Tax-Exempt Bond ETF?

Institutional ownership of VTES from SEC Form 13F filings across 159 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.

159

13F holders

$521.0M

value, 2026 filers

24.8%

of shares outstanding (5.2M sh)

29

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MERCER GLOBAL ADVISORS INC /ADV1.3M$127.1M0.2%6%-5.6%
2BANK OF AMERICA CORP /DE/409,264$41.5M0.0%2%+8.0%
3WELLS FARGO & COMPANY/MN189,383$19.2M0.0%0.9%+22.7%
4Savant Capital, LLC181,064$18.3M0.1%0.9%+80.7%
5RAYMOND JAMES FINANCIAL INC168,178$17.0M0.0%0.8%-29.5%
6GOLDMAN SACHS GROUP INC157,546$16.0M0.0%0.8%+435.3%
7Cetera Investment Advisers120,115$12.2M0.0%0.6%+4.2%
8MORGAN STANLEY101,975$10.3M0.0%0.5%-10.6%
9ENVESTNET ASSET MANAGEMENT INC100,525$10.2M0.0%0.5%+8.9%
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO99,216$10.1M0.0%0.5%+233.0%
11LPL Financial LLC97,134$9.8M0.0%0.5%+28.6%
12Beaird Harris Wealth Management, LLC94,970$9.6M0.6%0.5%-4.0%
13JONES FINANCIAL COMPANIES LLLP94,954$9.6M0.0%0.5%+26.0%
14S.A. Mason LLC92,425$9.4M2.9%0.4%+74.8%
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC90,508$9.2M0.0%0.4%+36.8%
16Altiora Financial Group, LLC87,674$8.9M1.4%0.4%+17.7%
17COMMONWEALTH EQUITY SERVICES, LLC83,629$8.5M0.0%0.4%-2.2%
18Hughes Financial Services, LLC81,423$8.2M1.1%0.4%+7.7%
19Clearstead Advisors, LLC80,436$8.1M0.1%0.4%+112.4%
20Focus Partners Advisor Solutions, LLC76,988$7.8M0.1%0.4%+288.7%
21TRUIST FINANCIAL CORP71,012$7.2M0.0%0.3%-25.7%
22OSAIC HOLDINGS, INC.66,517$6.7M0.0%0.3%+141.4%
23Apella Capital, LLC64,172$6.5M0.1%0.3%-2.0%
24UBS Group AG62,184$6.3M0.0%0.3%+37.2%
25GenTrust, LLC58,684$5.9M0.2%0.3%-3.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.