Commonwealth Equity Services
VTES icon

Commonwealth Equity Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Commonwealth Equity Services’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
Q2 		$8.47M Sell
83,629
-1,906
-2% -$193K 0.01% 1050
2026
Q1 		$8.65M Sell
85,535
-2,105
-2% -$215K 0.01% 963
2025
Q4 		$8.9M Buy
87,640
+56,375
+180% +$5.73M 0.01% 950
2025
Q3 		$3.19M Sell
31,265
-3,703
-11% -$376K ﹤0.01% 1665
2025
Q2 		$3.53M Sell
34,968
-484
-1% -$48.5K ﹤0.01% 1575
2025
Q1 		$3.56M Buy
35,452
+16,693
+89% +$1.68M 0.01% 1510
2024
Q4 		$1.88M Buy
18,759
+5,927
+46% +$597K ﹤0.01% 1914
2024
Q3 		$1.3M Buy
12,832
+3,349
+35% +$338K ﹤0.01% 2137
2024
Q2 		$949K Sell
9,483
-1,163
-11% -$116K ﹤0.01% 2326
2024
Q1 		$1.07M Buy
10,646
+2,921
+38% +$295K ﹤0.01% 2196
2023
Q4 		$783K Buy
7,725
+4,082
+112% +$407K ﹤0.01% 2346
2023
Q3 		$360K Buy
3,643
+18
+0.5% +$1.8K ﹤0.01% 2876
2023
Q2 		$364K Buy
+3,625
New +$365K ﹤0.01% 2877

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services's VTES Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2.2% in Q2 2026, selling an estimated $193K and leaving 83,629 shares worth $8.47M. The position accounts for 0.01% of the portfolio, ranked #1050.

Commonwealth Equity Services first reported a position in VTES in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.9M in Q4 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Commonwealth Equity Services held 83,629 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $8.47M as of Q2 2026.
  • Commonwealth Equity Services sold 1,906 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $193K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1050 holding.
  • Commonwealth Equity Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Commonwealth Equity Services's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $8.9M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.