Bridgewealth Advisory Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Bridgewealth Advisory Group’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	$924K	Sell	9,135 -47	-0.5%	-$4.79K	0.19%	55
2025 Q4	$933K	Sell	9,182 -600	-6%	-$60.9K	0.21%	57
2025 Q3	$997K	Buy	9,782 +100	+1%	+$10.2K	0.23%	52
2025 Q2	$977K	Buy	+9,682	New	+$970K	0.25%	50
2025 Q1	–	Sell	-9,568	Closed	-$963K	–	113
2024 Q4	$963K	Buy	9,568 +994	+12%	+$100K	0.27%	48
2024 Q3	$870K	Buy	8,574 +51	+0.6%	+$5.14K	0.32%	42
2024 Q2	$853K	Buy	+8,523	New	+$852K	0.38%	40

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

Bridgewealth Advisory Group's VTES Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.51% in Q1 2026, selling an estimated $4.79K and leaving 9,135 shares worth $924K. The position accounts for 0.19% of the portfolio, ranked #55.

Bridgewealth Advisory Group first reported a position in VTES in Q2 2024 and has held it in 7 quarters since. The position peaked at $997K in Q3 2025. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Bridgewealth Advisory Group held 9,135 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $924K as of Q1 2026.
Bridgewealth Advisory Group sold 47 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $4.79K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.19% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #55 holding.
Bridgewealth Advisory Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 7 quarters since.
Bridgewealth Advisory Group's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $997K in Q3 2025.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.