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Ashton Thomas Private Wealth’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Ashton Thomas Private Wealth’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
Q1 		$4.8M Buy
47,496
+1,047
+2% +$107K 0.11% 198
2025
Q4 		$4.72M Buy
46,449
+13,134
+39% +$1.33M 0.12% 185
2025
Q3 		$3.4M Sell
33,315
-2,278
-6% -$231K 0.09% 232
2025
Q2 		$3.59M Sell
35,593
-491
-1% -$49.2K 0.13% 179
2025
Q1 		$3.63M Buy
+36,084
New +$3.63M 0.14% 170

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $13.1B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ashton Thomas Private Wealth's VTES Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2.3% in Q1 2026, buying an estimated $107K and bringing the position to 47,496 shares worth $4.8M. The position accounts for 0.11% of the portfolio, ranked #198.

Ashton Thomas Private Wealth first reported a position in VTES in Q1 2025 and has held it in 5 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Ashton Thomas Private Wealth held 47,496 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $4.8M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 1,047 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $107K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.11% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #198 holding.
  • Ashton Thomas Private Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.