Atria Investments’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Atria Investments’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	$2.71M	Buy	26,839 +4,854	+22%	+$495K	0.03%	575
2025 Q4	$2.23M	Sell	21,985 -4,235	-16%	-$430K	0.03%	681
2025 Q3	$2.67M	Buy	26,220 +1,291	+5%	+$131K	0.03%	604
2025 Q2	$2.52M	Buy	24,929 +2,786	+13%	+$279K	0.03%	628
2025 Q1	$2.23M	Buy	22,143 +12,419	+128%	+$1.25M	0.03%	659
2024 Q4	$975K	Buy	9,724 +5,123	+111%	+$516K	0.01%	996
2024 Q3	$467K	Buy	4,601 +2,189	+91%	+$221K	0.01%	1365
2024 Q2	$241K	Buy	+2,412	New	+$241K	﹤0.01%	1716

Other funds holding VTES

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's VTES Position: Q1 2026 in Review

Atria Investments increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 22% in Q1 2026, buying an estimated $495K and bringing the position to 26,839 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #575.

Atria Investments first reported a position in VTES in Q2 2024 and has held it in 8 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Atria Investments held 26,839 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.71M as of Q1 2026.
Atria Investments bought 4,854 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $495K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #575 holding.
Atria Investments first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 8 quarters since.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.