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Ameritas Advisory Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-51
Closed -$5.2K – 2096
2025
Q3 		$5.2K Hold
51
– – ﹤0.01% 1825
2025
Q2 		$5.15K Buy
+51
New +$5.11K ﹤0.01% 2227

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
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ameritas Advisory Services's VTES Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2025, closing a stake of 51 shares — an estimated $5.2K sold.

Ameritas Advisory Services first reported a position in VTES in Q2 2025 and held it in 2 quarters. The position peaked at $5.2K in Q3 2025. 240 funds tracked by Wall St. Rank hold VTES as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 51 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $5.2K.
  • Ameritas Advisory Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $5.2K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.