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Coldstream Capital Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-1,475
Closed -$148K – 3323
2025
Q1 		$148K Buy
+1,475
New +$148K ﹤0.01% 1153

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
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Coldstream Capital Management's VTES Position: Q2 2025 in Review

Coldstream Capital Management sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2025, closing a stake of 1,475 shares — an estimated $148K sold.

Coldstream Capital Management first reported a position in VTES in Q1 2025 and held it in 1 quarter. The position peaked at $148K in Q1 2025. 188 funds tracked by Wall St. Rank hold VTES as of Q2 2025.

  • Coldstream Capital Management reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,475 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2025, an estimated $148K.
  • Coldstream Capital Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $148K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.