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Daymark Wealth Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Daymark Wealth Partners’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 		$2.25M Buy
22,268
+3,009
+16% +$307K 0.07% 194
2025
Q4 		$1.96M Buy
19,259
+5,792
+43% +$588K 0.06% 197
2025
Q3 		$1.37M Buy
13,467
+117
+0.9% +$11.9K 0.05% 239
2025
Q2 		$1.35M Buy
13,350
+391
+3% +$39.2K 0.05% 227
2025
Q1 		$1.3M Buy
12,959
+1,605
+14% +$161K 0.06% 209
2024
Q4 		$1.14M Buy
11,354
+849
+8% +$85.5K 0.05% 225
2024
Q3 		$1.07M Buy
10,505
+1,495
+17% +$151K 0.05% 236
2024
Q2 		$902K Buy
9,010
+5,239
+139% +$524K 0.04% 246
2024
Q1 		$380K Buy
+3,771
New +$381K 0.02% 304

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 $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Daymark Wealth Partners's VTES Position: Q1 2026 in Review

Daymark Wealth Partners increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 16% in Q1 2026, buying an estimated $307K and bringing the position to 22,268 shares worth $2.25M. The position accounts for 0.07% of the portfolio, ranked #194.

Daymark Wealth Partners first reported a position in VTES in Q1 2024 and has held it in 9 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Daymark Wealth Partners held 22,268 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.25M as of Q1 2026.
  • Daymark Wealth Partners bought 3,009 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $307K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.07% of Daymark Wealth Partners's portfolio in Q1 2026, its #194 holding.
  • Daymark Wealth Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.