Cambridge Investment Research Advisors
VTES icon

Cambridge Investment Research Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Cambridge Investment Research 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 		$933K Sell
9,225
-70
-0.8% -$7.14K ﹤0.01% 2231
2025
Q4 		$944K Sell
9,295
-5,808
-38% -$590K ﹤0.01% 2142
2025
Q3 		$1.54M Buy
15,103
+1,996
+15% +$203K ﹤0.01% 1714
2025
Q2 		$1.32M Buy
13,107
+8,626
+193% +$864K ﹤0.01% 1732
2025
Q1 		$450K Buy
4,481
+82
+2% +$8.25K ﹤0.01% 2541
2024
Q4 		$441K Buy
4,399
+189
+4% +$19K ﹤0.01% 2532
2024
Q3 		$427K Sell
4,210
-151
-3% -$15.2K ﹤0.01% 2535
2024
Q2 		$436K Sell
4,361
-3,259
-43% -$326K ﹤0.01% 2402
2024
Q1 		$767K Buy
7,620
+2,946
+63% +$297K ﹤0.01% 1915
2023
Q4 		$474K Buy
+4,674
New +$466K ﹤0.01% 2224

Other funds holding VTES

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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