Focus Partners Wealth
VTES icon

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
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
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

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

Focus Partners Wealth reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 18% in Q1 2026, selling an estimated $168K and leaving 7,324 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Focus Partners Wealth first reported a position in VTES in Q1 2025 and has held it in 5 quarters since. The position peaked at $946K in Q2 2025. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Focus Partners Wealth held 7,324 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $741K as of Q1 2026.
  • Focus Partners Wealth sold 1,647 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $168K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1743 holding.
  • Focus Partners Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $946K in Q2 2025.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.