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Moneta Group Investment Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Moneta Group Investment 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 		$269K Hold
2,655
– – ﹤0.01% 666
2025
Q4 		$270K Hold
2,655
– – ﹤0.01% 665
2025
Q3 		$271K Buy
+2,655
New +$270K ﹤0.01% 653

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
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

Moneta Group Investment Advisors's VTES Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q1 2026 at 2,655 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Moneta Group Investment Advisors first reported a position in VTES in Q3 2025 and has held it in 3 quarters since. The position peaked at $271K in Q3 2025. 280 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Moneta Group Investment Advisors held 2,655 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $269K as of Q1 2026.
  • Moneta Group Investment Advisors left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #666 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $271K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.