McCarter Private Wealth Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

McCarter Private Wealth Services’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	$690K	Buy	+6,810	New	+$689K	0.24%	94

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

McCarter Private Wealth Services's VTES Position: Q2 2026 in Review

McCarter Private Wealth Services opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 6,810 shares worth $690K. The stake represents 0.24% of the portfolio and ranks #94 among its holdings.

299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

McCarter Private Wealth Services held 6,810 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $690K as of Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new McCarter Private Wealth Services position in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.24% of McCarter Private Wealth Services's portfolio in Q2 2026, its #94 holding.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.