Kestra Advisory Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Kestra Advisory Services’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	$723K	Buy	7,151 +1,979	+38%	+$202K	﹤0.01%	1954
2025 Q4	$525K	Buy	5,172 +5	+0.1%	+$508	﹤0.01%	2104
2025 Q3	$527K	Sell	5,167 -10	-0.2%	-$1.01K	﹤0.01%	2026
2025 Q2	$522K	Buy	5,177 +1,321	+34%	+$132K	﹤0.01%	1940
2025 Q1	$388K	Buy	3,856 +11	+0.3%	+$1.11K	﹤0.01%	1997
2024 Q4	$385K	Buy	+3,845	New	+$387K	﹤0.01%	2054

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

Kestra Advisory Services's VTES Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 38% in Q1 2026, buying an estimated $202K and bringing the position to 7,151 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Kestra Advisory Services first reported a position in VTES in Q4 2024 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Kestra Advisory Services held 7,151 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $723K as of Q1 2026.
Kestra Advisory Services bought 1,979 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $202K.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1954 holding.
Kestra Advisory Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.