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Montis Financial’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Montis Financial’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 		$537K Buy
5,314
+251
+5% +$25.6K 0.11% 93
2025
Q4 		$514K Buy
5,063
+607
+14% +$61.6K 0.1% 94
2025
Q3 		$454K Hold
4,456
– – 0.1% 109
2025
Q2 		$450K Hold
4,456
– – 0.13% 94
2025
Q1 		$448K Buy
+4,456
New +$448K 0.13% 95

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

Montis Financial's VTES Position: Q1 2026 in Review

Montis Financial increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 5% in Q1 2026, buying an estimated $25.6K and bringing the position to 5,314 shares worth $537K. The position accounts for 0.11% of the portfolio, ranked #93.

Montis Financial first reported a position in VTES in Q1 2025 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Montis Financial held 5,314 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $537K as of Q1 2026.
  • Montis Financial bought 251 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $25.6K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.11% of Montis Financial's portfolio in Q1 2026, its #93 holding.
  • Montis Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 279 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.