BWM
VTES icon

Brown Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Brown Wealth Management’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 		$2.51M Buy
24,824
+1,514
+6% +$154K 0.65% 31
2025
Q4 		$2.37M Buy
23,310
+614
+3% +$62.4K 0.62% 32
2025
Q3 		$2.31M Sell
22,696
-1,252
-5% -$127K 0.65% 38
2025
Q2 		$2.42M Buy
23,948
+21,305
+806% +$2.13M 0.75% 35
2025
Q1 		$266K Buy
2,643
+1
+0% +$101 0.09% 78
2024
Q4 		$265K Buy
2,642
+658
+33% +$66.3K 0.09% 70
2024
Q3 		$201K Sell
1,984
-741
-27% -$74.7K 0.07% 84
2024
Q2 		$273K Buy
2,725
+209
+8% +$20.9K 0.11% 70
2024
Q1 		$253K Buy
2,516
+9
+0.4% +$909 0.1% 74
2023
Q4 		$254K Buy
+2,507
New +$250K 0.11% 72

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