HighTower Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

HighTower Advisors’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	$478K	Sell	4,726 -788	-14%	-$80.4K	﹤0.01%	2757
2025 Q4	$560K	Buy	5,514 +3,367	+157%	+$342K	﹤0.01%	2520
2025 Q3	$219K	Buy	+2,147	New	+$218K	﹤0.01%	3299
2025 Q2	–	Sell	-2,437	Closed	-$245K	–	4003
2025 Q1	$245K	Buy	2,437 +386	+19%	+$38.8K	﹤0.01%	3026
2024 Q4	$206K	Buy	+2,051	New	+$207K	﹤0.01%	3180

Other funds holding VTES

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighTower Advisors's VTES Position: Q1 2026 in Review

HighTower Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 14% in Q1 2026, selling an estimated $80.4K and leaving 4,726 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

HighTower Advisors first reported a position in VTES in Q4 2024 and has held it in 5 quarters since. The position peaked at $560K in Q4 2025. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

HighTower Advisors held 4,726 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $478K as of Q1 2026.
HighTower Advisors sold 788 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $80.4K.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2757 holding.
HighTower Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 5 quarters since.
HighTower Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $560K in Q4 2025.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.