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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
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
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
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
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
Miami, Florida
$69.9B AUM
22.19%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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