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Integrated Wealth Concepts’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Integrated Wealth Concepts’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 		$2.52M Buy
24,896
+5,347
+27% +$541K 0.02% 758
2026
Q1 		$1.98M Buy
+19,549
New +$1.99M 0.02% 746

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

Integrated Wealth Concepts's VTES Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 27% in Q2 2026, buying an estimated $541K and bringing the position to 24,896 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #758.

Integrated Wealth Concepts first reported a position in VTES in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Integrated Wealth Concepts held 24,896 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.52M as of Q2 2026.
  • Integrated Wealth Concepts bought 5,347 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $541K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #758 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.