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

Focus Partners Wealth’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	$711K	Sell	7,013 -311	-4%	-$31.5K	﹤0.01%	1791
2026 Q1	$741K	Sell	7,324 -1,647	-18%	-$168K	﹤0.01%	1743
2025 Q4	$911K	Buy	8,971 +879	+11%	+$89.3K	﹤0.01%	1673
2025 Q3	$825K	Sell	8,092 -1,285	-14%	-$130K	﹤0.01%	1371
2025 Q2	$946K	Buy	9,377 +3,297	+54%	+$330K	﹤0.01%	1168
2025 Q1	$611K	Buy	+6,080	New	+$612K	﹤0.01%	1254

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 Wealth's VTES Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 4.2% in Q2 2026, selling an estimated $31.5K and leaving 7,013 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Focus Partners Wealth first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $946K in Q2 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Focus Partners Wealth held 7,013 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $711K as of Q2 2026.
Focus Partners Wealth sold 311 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $31.5K.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1791 holding.
Focus Partners Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
Focus Partners Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $946K in Q2 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.