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High Net Worth Advisory Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

High Net Worth Advisory Group’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
Q4 		– Sell
-2,851
Closed -$291K – 249
2025
Q3 		$291K Buy
+2,851
New +$289K 0.07% 187

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

High Net Worth Advisory Group's VTES Position: Q4 2025 in Review

High Net Worth Advisory Group sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2025, closing a stake of 2,851 shares — an estimated $291K sold.

High Net Worth Advisory Group first reported a position in VTES in Q3 2025 and held it in 1 quarter. The position peaked at $291K in Q3 2025. 239 funds tracked by Wall St. Rank hold VTES as of Q4 2025.

  • High Net Worth Advisory Group reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • High Net Worth Advisory Group sold 2,851 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $291K.
  • High Net Worth Advisory Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • High Net Worth Advisory Group's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $291K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on High Net Worth Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.