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Clearstead Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Clearstead 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 		$3.83M Buy
37,870
+13,690
+57% +$1.4M 0.04% 264
2025
Q4 		$2.46M Buy
24,180
+6,879
+40% +$699K 0.03% 296
2025
Q3 		$1.76M Buy
17,301
+4,897
+39% +$497K 0.03% 343
2025
Q2 		$1.25M Buy
12,404
+7,088
+133% +$710K 0.02% 393
2025
Q1 		$534K Buy
5,316
+5,141
+2,938% +$517K 0.01% 559
2024
Q4 		$17.5K Hold
175
– – ﹤0.01% 1425
2024
Q3 		$17.7K Buy
175
+37
+27% +$3.73K ﹤0.01% 1453
2024
Q2 		$13.8K Hold
138
– – ﹤0.01% 1472
2024
Q1 		$13.8K Buy
+138
New +$13.9K ﹤0.01% 1011

Other funds holding VTES

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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