Lido Advisors
VTES icon

Lido Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Lido Advisors’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
Q1 		– Sell
-2,993
Closed -$300K – 1616
2024
Q4 		$300K Buy
+2,993
New +$302K ﹤0.01% 1212

Other funds holding VTES

WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors's VTES Position: Q1 2025 in Review

Lido Advisors sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2025, closing a stake of 2,993 shares — an estimated $300K sold.

Lido Advisors first reported a position in VTES in Q4 2024 and held it in 1 quarter. The position peaked at $300K in Q4 2024. 155 funds tracked by Wall St. Rank hold VTES as of Q1 2025.

  • Lido Advisors reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 2,993 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2025, an estimated $300K.
  • Lido Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lido Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $300K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.