CFD
VTES icon

Creative Financial Designs’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Creative Financial Designs’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 		$533K Sell
5,271
-995
-16% -$101K 0.03% 327
2025
Q4 		$637K Sell
6,266
-31,349
-83% -$3.18M 0.04% 297
2025
Q3 		$3.83M Sell
37,615
-823
-2% -$83.6K 0.26% 86
2025
Q2 		$3.88M Buy
38,438
+5,506
+17% +$552K 0.28% 82
2025
Q1 		$3.31M Buy
32,932
+3,458
+12% +$348K 0.26% 83
2024
Q4 		$2.95M Buy
29,474
+11,409
+63% +$1.15M 0.24% 92
2024
Q3 		$1.83M Buy
18,065
+3,687
+26% +$372K 0.15% 124
2024
Q2 		$1.44M Buy
14,378
+11,251
+360% +$1.12M 0.13% 146
2024
Q1 		$315K Buy
3,127
+1,047
+50% +$106K 0.03% 328
2023
Q4 		$211K Buy
+2,080
New +$207K 0.02% 375

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
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