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

MGO Private 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
2026
Q1 		– Sell
-49,226
Closed -$5M – 65
2025
Q4 		$5M Sell
49,226
-1,330
-3% -$135K 3.1% 10
2025
Q3 		$5.15M Buy
50,556
+6,137
+14% +$623K 3.09% 9
2025
Q2 		$4.48M Buy
44,419
+3,113
+8% +$312K 2.87% 9
2025
Q1 		$4.15M Buy
41,306
+16,159
+64% +$1.63M 2.93% 11
2024
Q4 		$2.52M Buy
25,147
+8,786
+54% +$885K 1.79% 14
2024
Q3 		$1.66M Buy
16,361
+2,928
+22% +$295K 1.18% 19
2024
Q2 		$1.34M Buy
+13,433
New +$1.34M 0.84% 26

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $15B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MGO Private Wealth's VTES Position: Q1 2026 in Review

MGO Private Wealth sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2026, closing a stake of 49,226 shares — an estimated $5M sold.

MGO Private Wealth first reported a position in VTES in Q2 2024 and held it in 7 quarters. The position peaked at $5.15M in Q3 2025. 281 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • MGO Private Wealth reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MGO Private Wealth sold 49,226 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $5M.
  • MGO Private Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and held it in 7 quarters.
  • MGO Private Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $5.15M in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.