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

IFP 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
Q2 		$26.4K Buy
261
+1
+0.4% +$101 ﹤0.01% 2798
2026
Q1 		$26.3K Buy
260
+2
+0.8% +$204 ﹤0.01% 2628
2025
Q4 		$26.2K Buy
258
+2
+0.8% +$203 ﹤0.01% 2582
2025
Q3 		$26.1K Buy
256
+1
+0.4% +$102 ﹤0.01% 2439
2025
Q2 		$25.7K Buy
255
+2
+0.8% +$200 ﹤0.01% 2404
2025
Q1 		$25.4K Buy
253
+1
+0.4% +$101 ﹤0.01% 2198
2024
Q4 		$25.2K Buy
252
+2
+0.8% +$201 ﹤0.01% 2141
2024
Q3 		$25.4K Hold
250
– – ﹤0.01% 2050
2024
Q2 		$25K Buy
+250
New +$25K ﹤0.01% 1981

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

IFP Advisors's VTES Position: Q2 2026 in Review

IFP Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.38% in Q2 2026, buying an estimated $101 and bringing the position to 261 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

IFP Advisors first reported a position in VTES in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • IFP Advisors held 261 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $26.4K as of Q2 2026.
  • IFP Advisors bought 1 Vanguard Short-Term Tax-Exempt Bond ETF share in Q2 2026, an estimated $101.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2798 holding.
  • IFP Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.