Cetera Investment Advisers’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Cetera Investment Advisers’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	$11.7M	Sell	115,283 -958	-0.8%	-$97.7K	0.01%	979
2025 Q4	$11.8M	Sell	116,241 -1,679	-1%	-$171K	0.01%	930
2025 Q3	$12M	Buy	117,920 +14,674	+14%	+$1.49M	0.01%	881
2025 Q2	$10.4M	Buy	103,246 +33,534	+48%	+$3.36M	0.02%	809
2025 Q1	$7.01M	Buy	69,712 +43,046	+161%	+$4.33M	0.01%	935
2024 Q4	$2.67M	Sell	26,666 -1,465	-5%	-$148K	0.01%	1439
2024 Q3	$2.85M	Buy	28,131 +11,879	+73%	+$1.2M	0.01%	1361
2024 Q2	$1.63M	Buy	16,252 +3,545	+28%	+$354K	﹤0.01%	1727
2024 Q1	$1.28M	Buy	12,707 +4,198	+49%	+$424K	﹤0.01%	1887
2023 Q4	$863K	Sell	8,509 -1,139	-12%	-$114K	0.01%	1185
2023 Q3	$952K	Buy	+9,648	New	+$964K	0.01%	1068

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers's VTES Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.82% in Q1 2026, selling an estimated $97.7K and leaving 115,283 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #979.

Cetera Investment Advisers first reported a position in VTES in Q3 2023 and has held it in 11 quarters since. The position peaked at $12M in Q3 2025. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Cetera Investment Advisers held 115,283 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $11.7M as of Q1 2026.
Cetera Investment Advisers sold 958 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $97.7K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #979 holding.
Cetera Investment Advisers first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and has held it in 11 quarters since.
Cetera Investment Advisers's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $12M in Q3 2025.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.