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Maia Wealth’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Maia Wealth’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
Q4 		– Sell
-3,229
Closed -$327K – 370
2025
Q3 		$327K Sell
3,229
-284
-8% -$28.8K 0.06% 266
2025
Q2 		$355K Buy
3,513
+484
+16% +$48.5K 0.07% 236
2025
Q1 		$302K Buy
3,029
+113
+4% +$11.4K 0.07% 230
2024
Q4 		$294K Buy
+2,916
New +$294K 0.06% 230

Other funds holding VTES

Mercer Global Advisors
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
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Maia Wealth's VTES Position: Q4 2025 in Review

Maia Wealth sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2025, closing a stake of 3,229 shares — an estimated $327K sold.

Maia Wealth first reported a position in VTES in Q4 2024 and held it in 4 quarters. The position peaked at $355K in Q2 2025. 240 funds tracked by Wall St. Rank hold VTES as of Q4 2025.

  • Maia Wealth reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Maia Wealth sold 3,229 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $327K.
  • Maia Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 4 quarters.
  • Maia Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $355K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on Maia Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.