Focus Partners Advisor Solutions’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Focus Partners Advisor 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	$7.8M	Buy	76,988 +57,182	+289%	+$5.78M	0.07%	140
2026 Q1	$2M	Buy	+19,806	New	+$2.02M	0.02%	350
2025 Q4	–	Sell	-37,212	Closed	-$3.79M	–	1272
2025 Q3	$3.79M	Buy	+37,212	New	+$3.78M	0.04%	222
2025 Q2	–	Sell	-49,152	Closed	-$4.94M	–	1177
2025 Q1	$4.94M	Sell	49,152 -231	-0.5%	-$23.2K	0.08%	131
2024 Q4	$4.95M	Buy	+49,383	New	+$4.98M	0.08%	119

Other funds holding VTES

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Focus Partners Advisor Solutions's VTES Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 289% in Q2 2026, buying an estimated $5.78M and bringing the position to 76,988 shares worth $7.8M. The position accounts for 0.07% of the portfolio, ranked #140.

Focus Partners Advisor Solutions first reported a position in VTES in Q4 2024 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Focus Partners Advisor Solutions held 76,988 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $7.8M as of Q2 2026.
Focus Partners Advisor Solutions bought 57,182 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $5.78M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.07% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #140 holding.
Focus Partners Advisor Solutions first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 5 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.