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Beacon Pointe Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Beacon Pointe Advisors’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 		$8.47M Sell
83,787
-1,624
-2% -$166K 0.04% 355
2025
Q4 		$8.68M Buy
85,411
+2,566
+3% +$261K 0.06% 282
2025
Q3 		$8.44M Buy
82,845
+49,534
+149% +$5.03M 0.07% 253
2025
Q2 		$3.36M Buy
33,311
+29,690
+820% +$2.97M 0.04% 380
2025
Q1 		$364K Sell
3,621
-871
-19% -$87.6K ﹤0.01% 950
2024
Q4 		$450K Hold
4,492
– – 0.01% 861
2024
Q3 		$456K Buy
4,492
+1,855
+70% +$187K 0.01% 882
2024
Q2 		$264K Buy
+2,637
New +$264K ﹤0.01% 1089

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 $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return