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Global Financial Private Client’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-1,230
Closed -$124K – 1568
2025
Q1 		$124K Hold
1,230
– – 0.05% 243
2024
Q4 		$123K Hold
1,230
– – 0.05% 236
2024
Q3 		$125K Hold
1,230
– – 0.05% 238
2024
Q2 		$123K Hold
1,230
– – 0.05% 217
2024
Q1 		$123K Hold
1,230
– – 0.05% 215
2023
Q4 		$125K Buy
+1,230
New +$123K 0.06% 207

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
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Financial Private Client's VTES Position: Q2 2025 in Review

Global Financial Private Client sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2025, closing a stake of 1,230 shares — an estimated $124K sold.

Global Financial Private Client first reported a position in VTES in Q4 2023 and held it in 6 quarters. The position peaked at $125K in Q3 2024. 188 funds tracked by Wall St. Rank hold VTES as of Q2 2025.

  • Global Financial Private Client reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1,230 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2025, an estimated $124K.
  • Global Financial Private Client first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and held it in 6 quarters.
  • Global Financial Private Client's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $125K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.