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
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

Mercer Global Advisors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $13.1B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return