VTES · VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF ETF

$100.35 +0.06 (+0.06%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $4,215,508

Total Shares: 41,610

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

85.8%

−2.4 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

7,559

Highly concentrated−348

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: -13.1%

Shares held: -13.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Small Cornerstone Financial Management LLC	+225	5,922

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Large Corient Private Wealth LLC	35,688	$3,615,551

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mid Dakota Wealth Management	42,279	$4,276,098

Filter: New 1 Increased 1 Reduced 0 Sold out 1 Unchanged 0

Showing 2 of 2

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Corient Private Wealth LLC VTES

$3,615,551

85.77%

35,688

Cornerstone Financial Management LLC VTES

$599,957

14.23%

5,922

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Karpus Management Inc.	42,279	$4,276,098	100.0%	Defined