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Burling Wealth Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Burling Wealth Partners’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 		$243K Sell
2,399
-820
-25% -$83.6K 0.04% 167
2025
Q4 		$327K Sell
3,219
-120
-4% -$12.2K 0.05% 157
2025
Q3 		$340K Buy
3,339
+650
+24% +$66K 0.06% 145
2025
Q2 		$271K Buy
+2,689
New +$269K 0.05% 155

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

Burling Wealth Partners's VTES Position: Q1 2026 in Review

Burling Wealth Partners reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 25% in Q1 2026, selling an estimated $83.6K and leaving 2,399 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #167.

Burling Wealth Partners first reported a position in VTES in Q2 2025 and has held it in 4 quarters since. The position peaked at $340K in Q3 2025. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Burling Wealth Partners held 2,399 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $243K as of Q1 2026.
  • Burling Wealth Partners sold 820 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $83.6K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.04% of Burling Wealth Partners's portfolio in Q1 2026, its #167 holding.
  • Burling Wealth Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Burling Wealth Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $340K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.