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Allworth Financial’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Allworth Financial’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
10,886
+4,373
+67% +$442K ﹤0.01% 705
2026
Q1 		$659K Buy
6,513
+2,102
+48% +$214K ﹤0.01% 847
2025
Q4 		$448K Buy
4,411
+1,453
+49% +$148K ﹤0.01% 973
2025
Q3 		$301K Buy
2,958
+253
+9% +$25.7K ﹤0.01% 1094
2025
Q2 		$273K Buy
2,705
+10
+0.4% +$1K ﹤0.01% 1054
2025
Q1 		$269K Buy
2,695
+11
+0.4% +$1.11K ﹤0.01% 860
2024
Q4 		$270K Buy
+2,684
New +$270K ﹤0.01% 857

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial's VTES Position: Q2 2026 in Review

Allworth Financial increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 67% in Q2 2026, buying an estimated $442K and bringing the position to 10,886 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Allworth Financial first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Allworth Financial held 10,886 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.1M as of Q2 2026.
  • Allworth Financial bought 4,373 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $442K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #705 holding.
  • Allworth Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.