Janney Montgomery Scott
VTES icon

Janney Montgomery Scott’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Janney Montgomery Scott’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 		$1.09M Sell
10,765
-260
-2% -$26.3K ﹤0.01% 1869
2026
Q1 		$1.11M Hold
11,025
– – ﹤0.01% 1592
2025
Q4 		$1.12M Sell
11,025
-25
-0.2% -$2.54K ﹤0.01% 1658
2025
Q3 		$1.13M Buy
+11,050
New +$1.12M ﹤0.01% 1626

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

Janney Montgomery Scott's VTES Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2.4% in Q2 2026, selling an estimated $26.3K and leaving 10,765 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Janney Montgomery Scott first reported a position in VTES in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Janney Montgomery Scott held 10,765 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.09M as of Q2 2026.
  • Janney Montgomery Scott sold 260 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $26.3K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1869 holding.
  • Janney Montgomery Scott first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Janney Montgomery Scott's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.13M in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.