Public ownership evidence

Vanguard Short-Term Tax-Exempt Bond ETF (VTES) Ownership Disclosures

Read VTES insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Short-Term Tax-Exempt Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
5,922
Value (USD)
$599,958
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VTES fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VTES fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-295,922$599,958None
Cornerstone Financial Management LLC2026-03-312026-08-295,697$576,195None
Cornerstone Financial Management LLC2025-12-312026-08-296,545$664,808None
Corient Private Wealth LP2026-06-302026-08-2835,688$3,615,525None
Dakota Wealth Management2025-09-302026-08-2734,950$3,562,280None
Dakota Wealth Management2025-12-312026-08-2744,079$4,477,326None
Dakota Wealth Management2026-03-312026-08-2742,279$4,276,099None
Rehmann Capital Advisory Group2026-06-302026-08-215,297$536,703None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,254,555$127,099,011None
Beacon Pointe Advisors, LLC2026-06-302026-08-1988,991$9,015,683None
Sanchez Levi Garrett2026-06-302026-08-1840,227$4,075,397None
Legacy Edge Advisors, LLC2024-03-312026-08-184,069$409,748None
Legacy Edge Advisors, LLC2023-12-312026-08-184,069$412,637None
SwitchPoint Financial Planning, LLC2026-06-302026-08-1812,346$1,250,773None
Corient Private Wealth LP2026-06-302026-08-1835,688$3,615,525None
Equitable Holdings, Inc.2026-06-302026-08-187,965$806,934None
Financial Plan, Inc.2026-06-302026-08-153,778$382,749None
Sequent Planning LLC2026-06-302026-08-152,241$227,036None
Valley Financial Group, Inc.2026-06-302026-08-156,525$661,048None
Modern Wealth Management, LLC2026-06-302026-08-154,561$462,089None
Mutual Advisors, LLC2026-06-302026-08-1510,715$1,085,581None
Delos Wealth Advisors, LLC2026-06-302026-08-152,533$256,619None
IFG Advisory, LLC2026-06-302026-08-152,425$245,676None
Per Stirling Capital Management, LLC.2026-06-302026-08-1512,072$1,223,014None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,028$205,457None
OSAIC HOLDINGS, INC.2026-06-302026-08-1564,489$6,533,794None
Betterment LLC2026-06-302026-08-156,719$681,000None
HRT FINANCIAL LP2026-06-302026-08-153,019$305,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-154,898$496,000None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-1512,835$1,300,314None
Waverly Advisors, LLC2026-06-302026-08-1513,293$1,346,714None
BROWN ADVISORY INC2026-06-302026-08-1516,146$1,635,751None
Rockbridge Investment Management, LCC2026-06-302026-08-157,062$715,452None
&PARTNERS2026-06-302026-08-155,635$570,896None
Financial Engines Advisors L.L.C.2026-06-302026-08-1540,760$4,129,396None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15200$20,262None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1594,754$9,595,735None
Ausdal Financial Partners, Inc.2026-06-302026-08-1526,087$2,642,874None
Cerity Partners LLC2026-06-302026-08-154,677$473,869None
HEADINVEST, LLC2026-06-302026-08-157,934$803,794None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1514,724$1,491,688None
ROYAL BANK OF CANADA2026-06-302026-08-1551,351$5,202,000None
HALL CAPITAL MANAGEMENT CO INC2026-06-302026-08-1595,531$9,678,246None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-152,410$244,141None
NBH Bank2026-06-302026-08-15152$15,399None
Karpus Management, Inc.2026-06-302026-08-1534,250$3,469,868None
NEPC LLC2026-06-302026-08-15261$26,442None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15157,546$15,960,985None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,530$560,244None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15140,274$14,211,142None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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