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Innova Wealth Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Innova Wealth 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
2025
Q4 		– Sell
-3,150
Closed -$321K – 158
2025
Q3 		$321K Buy
+3,150
New +$320K 0.17% 86

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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 $1.06B AUM 38.33% 1-Year Est. Return

Innova Wealth Partners's VTES Position: Q4 2025 in Review

Innova Wealth Partners sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2025, closing a stake of 3,150 shares — an estimated $321K sold.

Innova Wealth Partners first reported a position in VTES in Q3 2025 and held it in 1 quarter. The position peaked at $321K in Q3 2025. 240 funds tracked by Wall St. Rank hold VTES as of Q4 2025.

  • Innova Wealth Partners reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Innova Wealth Partners sold 3,150 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $321K.
  • Innova Wealth Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • Innova Wealth Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $321K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on Innova Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.