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Main Street Financial Solutions’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Main Street Financial Solutions’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 		$526K Buy
5,177
+760
+17% +$77.2K 0.04% 329
2025
Q3 		$450K Sell
4,417
-181
-4% -$18.4K 0.03% 408
2025
Q2 		$464K Buy
4,598
+146
+3% +$14.6K 0.03% 372
2025
Q1 		$447K Buy
4,452
+1,218
+38% +$123K 0.04% 338
2024
Q4 		$324K Buy
3,234
+129
+4% +$13K 0.03% 369
2024
Q3 		$315K Buy
3,105
+185
+6% +$18.7K 0.03% 412
2024
Q2 		$292K Buy
2,920
+752
+35% +$75.2K 0.03% 435
2024
Q1 		$218K Buy
+2,168
New +$219K 0.02% 475

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Main Street Financial Solutions's VTES Position: Q4 2025 in Review

Main Street Financial Solutions increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 17% in Q4 2025, buying an estimated $77.2K and bringing the position to 5,177 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #329.

Main Street Financial Solutions first reported a position in VTES in Q1 2024 and has held it in 8 quarters since. 239 funds tracked by Wall St. Rank hold VTES as of Q4 2025.

  • Main Street Financial Solutions held 5,177 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $526K as of Q4 2025.
  • Main Street Financial Solutions bought 760 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $77.2K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.04% of Main Street Financial Solutions's portfolio in Q4 2025, its #329 holding.
  • Main Street Financial Solutions first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 239 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.