Envestnet Asset Management
VTES icon

Envestnet Asset Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Envestnet Asset 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
2026
Q1 		$9.34M Buy
92,338
+21,920
+31% +$2.24M ﹤0.01% 1876
2025
Q4 		$7.15M Buy
70,418
+6,510
+10% +$661K ﹤0.01% 1935
2025
Q3 		$6.51M Sell
63,908
-1,442
-2% -$146K ﹤0.01% 2049
2025
Q2 		$6.6M Buy
65,350
+13,567
+26% +$1.36M ﹤0.01% 2015
2025
Q1 		$5.2M Buy
51,783
+31,842
+160% +$3.2M ﹤0.01% 2097
2024
Q4 		$2M Buy
19,941
+16,454
+472% +$1.66M ﹤0.01% 2681
2024
Q3 		$354K Buy
3,487
+340
+11% +$34.3K ﹤0.01% 3726
2024
Q2 		$315K Sell
3,147
-3,635
-54% -$363K ﹤0.01% 3709
2024
Q1 		$683K Buy
6,782
+4,502
+197% +$455K ﹤0.01% 3258
2023
Q4 		$231K Sell
2,280
-2,297
-50% -$229K ﹤0.01% 3755
2023
Q3 		$452K Buy
+4,577
New +$457K ﹤0.01% 3308

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

Envestnet Asset Management's VTES Position: Q1 2026 in Review

Envestnet Asset Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 31% in Q1 2026, buying an estimated $2.24M and bringing the position to 92,338 shares worth $9.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Envestnet Asset Management first reported a position in VTES in Q3 2023 and has held it in 11 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Envestnet Asset Management held 92,338 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $9.34M as of Q1 2026.
  • Envestnet Asset Management bought 21,920 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $2.24M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1876 holding.
  • Envestnet Asset Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.