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

Modern Wealth Management’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 		$462K Sell
4,561
-4,805
-51% -$486K 0.01% 737
2026
Q1 		$947K Sell
9,366
-8,102
-46% -$826K 0.02% 433
2025
Q4 		$1.77M Buy
17,468
+1,218
+7% +$124K 0.03% 316
2025
Q3 		$1.66M Buy
16,250
+4,175
+35% +$424K 0.03% 317
2025
Q2 		$1.22M Buy
12,075
+9,650
+398% +$967K 0.03% 332
2025
Q1 		$244K Buy
+2,425
New +$244K 0.01% 585

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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Modern Wealth Management's VTES Position: Q2 2026 in Review

Modern Wealth Management reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 51% in Q2 2026, selling an estimated $486K and leaving 4,561 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #737.

Modern Wealth Management first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.77M in Q4 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Modern Wealth Management held 4,561 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $462K as of Q2 2026.
  • Modern Wealth Management sold 4,805 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $486K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #737 holding.
  • Modern Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.77M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.