Envestnet Portfolio Solutions
VTES icon

Envestnet Portfolio Solutions’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Envestnet Portfolio Solutions’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 		$687K Buy
6,783
+1,165
+21% +$118K ﹤0.01% 860
2026
Q1 		$568K Buy
5,618
+672
+14% +$68.5K ﹤0.01% 845
2025
Q4 		$502K Buy
4,946
+15
+0.3% +$1.52K ﹤0.01% 1057
2025
Q3 		$503K Buy
4,931
+454
+10% +$46.1K ﹤0.01% 1027
2025
Q2 		$452K Buy
4,477
+716
+19% +$71.7K ﹤0.01% 1142
2025
Q1 		$378K Buy
+3,761
New +$378K ﹤0.01% 1173

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

Envestnet Portfolio Solutions's VTES Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 21% in Q2 2026, buying an estimated $118K and bringing the position to 6,783 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Envestnet Portfolio Solutions first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,783 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $687K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,165 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #860 holding.
  • Envestnet Portfolio Solutions first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.