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 Q2	$9.84M	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

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

LPL Financial's VTES Position: Q2 2026 in Review

LPL Financial increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 29% in Q2 2026, buying an estimated $2.18M and bringing the position to 97,134 shares worth $9.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

LPL Financial first reported a position in VTES in Q1 2024 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

LPL Financial held 97,134 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $9.84M as of Q2 2026.
LPL Financial bought 21,577 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.18M.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2159 holding.
LPL Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 10 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.