VTES

Vanguard Sh Term Tax-ex Bond

Latest period2024 - Q4Total superinvestors18

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 18 superinvestors own shares of Vanguard Sh Term Tax-ex Bond (VTES), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Vanguard Sh Term Tax-ex Bond (VTES), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Vanguard Sh Term Tax-ex Bond (VTES) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Vanguard Sh Term Tax-ex Bond (VTES) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
Increased 10.39%
1.98%
$10.443M
104,168 shares@ 100.26 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.03%
$10.081M
99,401 shares@ 101.43 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Decreased -32.13%
1.59%
$3.1M
30,924 shares@ 100.26 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 0.48%
0.18%
$2.582M
25,757 shares@ 100.25 avg price
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
1.04%
$1.872M
18,675 shares@ 100.26 avg price
Steven Pardo@Graypoint Llc
Recent Activity
0.1%
$1.644M
16,400 shares@ 100.25 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
Increased 17.05%
0.19%
$1.175M
11,717 shares@ 100.25 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 8.09%
0.05%
$1.138M
11,354 shares@ 100.25 avg price
Andrea Gleason@Gleason Group, Inc.
Recent Activity
New Position
0.17%
$916,686
9,144 shares@ 100.25 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
New Position
0.02%
$711,775
7,100 shares@ 100.25 avg price