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

Kestra Private Wealth 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 Q2	$437K	Buy	4,309 +703	+19%	+$71.1K	﹤0.01%	1322
2026 Q1	$365K	Buy	3,606 +514	+17%	+$52.4K	﹤0.01%	1358
2025 Q4	$314K	Buy	3,092 +125	+4%	+$12.7K	﹤0.01%	1399
2025 Q3	$302K	Sell	2,967 -7,790	-72%	-$791K	﹤0.01%	1356
2025 Q2	$1.09M	Sell	10,757 -186	-2%	-$18.6K	0.02%	711
2025 Q1	$1.1M	Buy	+10,943	New	+$1.1M	0.02%	645

Other funds holding VTES

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kestra Private Wealth Services's VTES Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 19% in Q2 2026, buying an estimated $71.1K and bringing the position to 4,309 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Kestra Private Wealth Services first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Kestra Private Wealth Services held 4,309 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $437K as of Q2 2026.
Kestra Private Wealth Services bought 703 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $71.1K.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1322 holding.
Kestra Private Wealth Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
Kestra Private Wealth Services's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.1M in Q1 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.