GRP
VTES icon

Global Retirement Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Global Retirement Partners’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 		$318K Buy
+3,135
New +$317K ﹤0.01% 1299
2025
Q4 		$437K Buy
4,302
+3,503
+438% +$356K 0.01% 1023
2025
Q3 		$81.4K Buy
799
+698
+691% +$70.9K ﹤0.01% 1614
2025
Q2 		$10.2K Buy
+101
New +$10.1K ﹤0.01% 2598

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

Global Retirement Partners's VTES Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 3,135 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VTES as recently as Q4 2025.

Global Retirement Partners first reported a position in VTES in Q2 2025 and has held it in 4 quarters since. The position peaked at $437K in Q4 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Global Retirement Partners held 3,135 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $318K as of Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1299 holding.
  • Global Retirement Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $437K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.