VTES

Vanguard SH Term Tax-Ex Bond$101.10 0.06%
UnclassifiedUSCUSIP 921935870· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
78
+23 QoQ
13F Value (tracked)
$146.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)30 adding · 8 trimming
Insider net (180d)$0

Price & smart-money activity

$101.10 0.06%3Y +0.9%
$97.98$99.23$100.48$101.73$102.97202320242025202622762122134145196229231534124312
Hover for who · click for detailEnd-of-day closing prices52w $100.40 – $102.65
Build

Use VTES data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns VTES

This stock page is the Follow view. The Build view lets your agent query VTES owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VTES"
Ask your agent
Use Arkolith to show who owns VTES,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

78 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1TIAA Wealth Investment Management LLC
$26.9M
266K
New
+266K sh
Q1 2026
2Savant Capital, LLC
$10.1M
100K
−5.8%
Reduced · −6K sh
Q1 2026
3Beacon Pointe Advisors, LLC
$8.5M
84K
−1.9%
Reduced · −2K sh
Q1 2026
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$6.7M
66K
−32%
Reduced · −32K sh
Q1 2026
5Apella Capital, LLC
$6.6M
66K
+30%
Added · +15K sh
Q1 2026
6GenTrust, LLC
$6.1M
61K
+113%
Added · +32K sh
Q1 2026
7Haverford Trust Co
$5.6M
55K
+125%
Added · +31K sh
Q1 2026
8Ashton Thomas Private Wealth, LLC
$4.8M
47K
+2.3%
Added · +1K sh
Q1 2026
9Dakota Wealth Management
$4.3M
42K
−4.1%
Reduced · −2K sh
Q1 2026
10TCI Wealth Advisors, Inc.
$3.9M
39K
−2.5%
Reduced · −982 sh
Q1 2026
11Clearstead Advisors, LLC
$3.8M
38K
+57%
Added · +14K sh
Q1 2026
12Private Advisor Group, LLC
$3.7M
37K
+2.5%
Added · +890 sh
Q1 2026
13Karpus Management, Inc.
$3.5M
35K
−87%
Reduced · −228K sh
Q1 2026
14Financial Engines Advisors L.L.C.
$3.4M
34K
+0.6%
Added · +200 sh
Q1 2026
15NewEdge Advisors, LLC
$3.0M
29K
+96%
Added · +14K sh
Q1 2026
16Evanson Asset Management, LLC
$2.8M
27K
+6.8%
Added · +2K sh
Q1 2026
17Atria Investments, Inc
$2.7M
27K
+22%
Added · +5K sh
Q1 2026
18Ausdal Financial Partners, Inc.
$2.6M
26K
New
+26K sh
Q1 2026
19DAYMARK WEALTH PARTNERS, LLC
$2.3M
22K
+16%
Added · +3K sh
Q1 2026
20HB Wealth Management, LLC
$2.2M
21K
+5.1%
Added · +1K sh
Q1 2026
21Focus Partners Advisor Solutions, LLC
$2.0M
20K
New
+20K sh
Q1 2026
22Integrated Wealth Concepts LLC
$2.0M
20K
New
+20K sh
Q1 2026
23Choate Investment Advisors
$1.9M
19K
+7.2%
Added · +1K sh
Q1 2026
24Arax Advisory Partners
$1.6M
16K
+12%
Added · +2K sh
Q1 2026
25C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad
$1.5M
15K
+3.9%
Added · +542 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
12
funds
Added
18
funds
Reduced
8
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

138 funds+133 since Q1 2023
069138Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $492.3M

Funds that own VTES also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT78 funds$13.1B
VANGUARD TOTAL STOCK MKT ETFVTI78 funds$11.7B
SS SPDR S&P 500 ETF TRUST-USSPY78 funds$10.0B
ELI LILLY & COLLY78 funds$3.6B
ORACLE CORPORCL78 funds$1.3B
ISHARES CORE S&P 500 ETFIVV77 funds$19.8B
NVIDIA CORPNVDA77 funds$14.1B
VANGUARD S&P 500 ETFVOO77 funds$10.6B
VANGUARD FTSE DEVELOPED ETFVEA77 funds$7.8B
VANGUARD GROWTH ETFVUG77 funds$6.8B
JPMORGAN CHASE & COJPM77 funds$6.8B
VANGUARD VALUE ETFVTV77 funds$6.1B

Ranked by how many of VTES's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VTES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.