Mercer Global Advisors
VTES icon

Mercer Global Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Mercer Global Advisors’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 		$134M Buy
1,329,333
+15,818
+1% +$1.61M 0.2% 62
2025
Q4 		$133M Sell
1,313,515
-61,259
-4% -$6.22M 0.2% 64
2025
Q3 		$140M Buy
1,374,774
+111,927
+9% +$11.4M 0.23% 59
2025
Q2 		$127M Buy
1,262,847
+1,229,851
+3,727% +$123M 0.26% 53
2025
Q1 		$3.32M Sell
32,996
-7,278
-18% -$732K 0.01% 665
2024
Q4 		$4.04M Buy
40,274
+30,996
+334% +$3.12M 0.01% 603
2024
Q3 		$941K Sell
9,278
-2,939
-24% -$296K ﹤0.01% 1040
2024
Q2 		$210K Buy
12,217
+10,125
+484% +$1.01M ﹤0.01% 1775
2024
Q1 		$211K Buy
+2,092
New +$211K ﹤0.01% 1757

Other funds holding VTES

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 $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors's VTES Position: Q1 2026 in Review

Mercer Global Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 1.2% in Q1 2026, buying an estimated $1.61M and bringing the position to 1,329,333 shares worth $134M. The position accounts for 0.2% of the portfolio, ranked #62.

Mercer Global Advisors first reported a position in VTES in Q1 2024 and has held it in 9 quarters since. The position peaked at $140M in Q3 2025. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Mercer Global Advisors held 1,329,333 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $134M as of Q1 2026.
  • Mercer Global Advisors bought 15,818 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.61M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.2% of Mercer Global Advisors's portfolio in Q1 2026, its #62 holding.
  • Mercer Global Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Mercer Global Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $140M in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.