VTES — VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF

Ownership history in Karpus Management, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Karpus Management, Inc. reported a position in VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF (VTES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.97% (2025 Q3)
Avg. % of fund
0.46%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 300,250 +68,150 +29.4% 0.97% $30.6M $100.53
2025 Q2 ADDED 232,100 +212,050 +1057.6% 0.76% $23.4M $98.86
2025 Q1 ADDED 20,050 +9,700 +93.7% 0.07% $2.0M $97.77
2024 Q4 INITIATED 10,350 — — 0.03% $1.0M $97.06
% of Fund (quarterly)    VTES price (monthly, adj. close)

Other funds also holding VTES

As of 2025 Q4 — sorted by position size

Wescott Financial Advisory Group, LLC 3Y 5.93% SEEDS INVESTOR LLC 3.69% MGO Private Wealth, LLC 3Y 3.1% Gleason Group, Inc. 3Y 2.82% Beacon Bank & Trust 3Y 1.87% Bedel Financial Consulting, Inc. 3Y 7Y 1.8% BlueChip Wealth Advisors LLC 1.3% Firestone Capital Management 3Y 1.18% S.A. Mason LLC 3Y 1.07% Silver Oak Advisory Group, Inc. 3Y 1.01%
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