VANGUARD SH TERM TAX-EX BOND (VTES) Top Institutional Shareholders
VANGUARD SH TERM TAX-EX BOND (VTES) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $806.24M in VTES holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of VTES tracked by InsiderSet, reporting ownership valued at approximately $134.45M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $134.42M, representing an estimated loss of -0.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed VTES value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Wescott Financial Advisory Group, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in VANGUARD SH TERM TAX-EX BOND (VTES).
This page ranks the largest institutional VTES shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
275
Total Reported Value
$806.24M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$134.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 0.20% | 1,329,333 | $134,448,783 | $134,422,153 | -$26,630 | -0.02% | |
| Wescott Financial Advisory Group, Llc | 6.43% | 725,519 | $73,378,929 | $73,364,481 | -$14,448 | -0.02% | |
| Bank Of America Corp | 0.00% | 378,943 | $38,326,313 | $38,318,716 | -$7,597 | -0.02% | |
| Gleason Group, Inc. | 3.00% | 299,562 | $30,297,670 | $30,291,709 | -$5,961 | -0.02% | |
| Tiaa Wealth Investment Management Llc | 0.21% | 266,166 | $26,920,029 | $26,914,706 | -$5,323 | -0.02% | |
| Raymond James Financial Inc | 0.01% | 238,557 | $24,127,668 | $24,122,884 | -$4,784 | -0.02% | |
| Seeds Investor Llc | 2.68% | 194,104 | $19,668,578 | $19,627,796 | -$40,782 | -0.21% | |
| Corient Private Wealth Llc | 0.02% | 170,641 | $17,193,940 | $17,255,218 | +$61,278 | +0.36% | |
| Wells Fargo & Company/Mn | 0.00% | 154,387 | $15,614,734 | $15,611,613 | -$3,121 | -0.02% | |
| Cetera Investment Advisers | 0.01% | 115,283 | $11,659,698 | $11,657,417 | -$2,281 | -0.02% | |
| Morgan Stanley | 0.00% | 114,037 | $11,533,704 | $11,531,421 | -$2,283 | -0.02% | |
| Savant Capital, Llc | 0.05% | 100,213 | $10,135,514 | $10,133,539 | -$1,975 | -0.02% | |
| Beacon Bank & Trust | 1.88% | 96,154 | $9,741,361 | $9,723,092 | -$18,269 | -0.19% | |
| Truist Financial Corp | 0.01% | 95,628 | $9,671,813 | $9,669,903 | -$1,910 | -0.02% | |
| Beaird Harris Wealth Management, Llc | 0.60% | 94,970 | $9,621,411 | $9,603,366 | -$18,045 | -0.19% | |
| Envestnet Asset Management Inc | 0.00% | 92,338 | $9,339,053 | $9,337,219 | -$1,834 | -0.02% | |
| Stonebridge Capital Advisors Llc | 0.64% | 90,006 | $9,103,210 | $9,101,407 | -$1,803 | -0.02% | |
| Commonwealth Equity Services, Llc | 0.01% | 85,535 | $8,650,977 | $8,649,299 | -$1,678 | -0.02% | |
| Beacon Pointe Advisors, Llc | 0.04% | 83,787 | $8,474,265 | $8,472,541 | -$1,724 | -0.02% | |
| Capital Investment Services Of America, Inc. | 0.81% | 76,320 | $7,719,005 | $7,717,478 | -$1,527 | -0.02% | |
| Hughes Financial Services, Llc | 1.17% | 75,612 | $7,647,398 | $7,645,885 | -$1,513 | -0.02% | |
| Lpl Financial Llc | 0.00% | 75,557 | $7,641,874 | $7,640,324 | -$1,550 | -0.02% | |
| Jones Financial Companies Lllp | 0.00% | 75,361 | $7,609,990 | $7,620,504 | +$10,514 | +0.14% | |
| Altiora Financial Group, Llc | 1.24% | 74,514 | $7,536,379 | $7,534,856 | -$1,523 | -0.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 66,143 | $6,686,737 | $6,688,380 | +$1,643 | +0.02% | |
| Apella Capital, Llc | 0.09% | 64,172 | $6,489,040 | $6,489,073 | +$33 | +0.00% | |
| Mayport, Llc | 1.17% | 62,006 | $6,271,275 | $6,270,047 | -$1,228 | -0.02% | |
| Eclectic Associates Inc | 0.71% | 61,227 | $6,202,889 | $6,191,274 | -$11,615 | -0.19% | |
| Gentrust, Llc | 0.26% | 60,562 | $6,125,266 | $6,124,029 | -$1,237 | -0.02% | |
| Firestone Capital Management | 1.23% | 58,634 | $5,930,256 | $5,929,070 | -$1,186 | -0.02% | |
| Haverford Trust Co | 0.05% | 55,179 | $5,580,804 | $5,579,700 | -$1,104 | -0.02% | |
| S.A. Mason Llc | 2.01% | 52,870 | $5,347,272 | $5,346,214 | -$1,058 | -0.02% | |
| Topsail Wealth Management, Llc | 0.76% | 51,107 | $5,168,919 | $5,167,940 | -$979 | -0.02% | |
| Rw Investment Management Llc | 0.47% | 48,277 | $4,882,736 | $4,881,770 | -$966 | -0.02% | |
| Ashton Thomas Private Wealth, Llc | 0.11% | 47,496 | $4,803,721 | $4,802,796 | -$925 | -0.02% | |
| Ubs Group Ag | 0.00% | 45,339 | $4,585,587 | $4,584,680 | -$907 | -0.02% | |
| If Advisors, Llc | 3.18% | 44,500 | $4,500,730 | $4,499,840 | -$890 | -0.02% | |
| Dakota Wealth Management | 0.09% | 42,279 | $4,276,099 | $4,275,252 | -$847 | -0.02% | |
| Sanchez Levi Garrett | 2.55% | 40,227 | $4,068,559 | $4,067,754 | -$805 | -0.02% | |
| Bluechip Wealth Advisors Llc | 1.78% | 40,091 | $4,054,853 | $4,054,002 | -$851 | -0.02% | |
| Tci Wealth Advisors, Inc. | 0.21% | 38,667 | $3,910,781 | $3,910,007 | -$774 | -0.02% | |
| Clearstead Advisors, Llc | 0.04% | 37,870 | $3,830,172 | $3,829,414 | -$758 | -0.02% | |
| Haven Private, Llc | 1.65% | 37,453 | $3,787,996 | $3,787,247 | -$749 | -0.02% | |
| Private Advisor Group, Llc | 0.02% | 36,926 | $3,734,666 | $3,733,957 | -$709 | -0.02% | |
| Mariner, Llc | 0.00% | 36,499 | $3,691,509 | $3,690,779 | -$730 | -0.02% | |
| Royal Bank Of Canada | 0.00% | 36,374 | $3,679,000 | $3,678,139 | -$861 | -0.02% | |
| Karpus Management, Inc. | 0.11% | 34,950 | $3,534,843 | $3,534,144 | -$699 | -0.02% | |
| Bedel Financial Consulting, Inc. | 0.40% | 34,807 | $3,520,380 | $3,519,684 | -$696 | -0.02% | |
| Financial Engines Advisors L.L.C. | 0.01% | 33,544 | $3,392,640 | $3,391,969 | -$671 | -0.02% | |
| Sterling Financial Planning, Inc. | 0.99% | 32,976 | $3,335,198 | $3,334,533 | -$665 | -0.02% |
Frequently asked questions about VTES
Who owns the most VTES stock?
The largest holders of VTES are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD SH TERM TAX-EX BOND (VTES).
Is VTES widely held by superinvestors?
Many widely followed stocks like VTES appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VTES is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.