LPL Financial
VTES icon

LPL Financial’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

LPL Financial’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
Q3 		$10.9M Buy
110,504
+13,370
+14% +$1.34M ﹤0.01% 2126
2026
Q2 		$9.8M Buy
97,134
+21,577
+29% +$2.18M ﹤0.01% 2159
2026
Q1 		$7.64M Buy
75,557
+23,424
+45% +$2.39M ﹤0.01% 2234
2025
Q4 		$5.3M Buy
52,133
+11,079
+27% +$1.13M ﹤0.01% 2491
2025
Q3 		$4.18M Buy
41,054
+12,782
+45% +$1.3M ﹤0.01% 2631
2025
Q2 		$2.85M Buy
28,272
+7,095
+34% +$711K ﹤0.01% 2794
2025
Q1 		$2.13M Sell
21,177
-1,140
-5% -$115K ﹤0.01% 2897
2024
Q4 		$2.24M Buy
22,317
+10,360
+87% +$1.04M ﹤0.01% 2755
2024
Q3 		$1.21M Buy
11,957
+6,567
+122% +$662K ﹤0.01% 3203
2024
Q2 		$539K Buy
5,390
+731
+16% +$73.1K ﹤0.01% 3810
2024
Q1 		$469K Buy
+4,659
New +$470K ﹤0.01% 3839

Other funds holding VTES

Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Berkshire Bank
Berkshire Bank Pittsfield, Massachusetts $516M AUM 14.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial's VTES Position: Q3 2026 in Review

LPL Financial increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 14% in Q3 2026, buying an estimated $1.34M and bringing the position to 110,504 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

LPL Financial first reported a position in VTES in Q1 2024 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • LPL Financial held 110,504 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $10.9M as of Q3 2026.
  • LPL Financial bought 13,370 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1.34M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2126 holding.
  • LPL Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 183 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.