Morgan Stanley’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Morgan Stanley’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	$10.3M	Sell	101,975 -12,062	-11%	-$1.22M	﹤0.01%	3654
2026 Q1	$11.5M	Buy	114,037 +87,110	+324%	+$8.88M	﹤0.01%	3454
2025 Q4	$2.74M	Buy	26,927 +25,766	+2,219%	+$2.62M	﹤0.01%	4596
2025 Q3	$118K	Buy	1,161 +1,084	+1,408%	+$110K	﹤0.01%	6077
2025 Q2	$7.85K	Sell	77 -749	-91%	-$75K	﹤0.01%	6919
2025 Q1	$83K	Buy	826 +750	+987%	+$75.4K	﹤0.01%	6102
2024 Q4	$7.62K	Sell	76 -1	-1%	-$101	﹤0.01%	6890
2024 Q3	$7.9K	Buy	77 +1	+1%	+$101	﹤0.01%	6783
2024 Q2	$7.61K	Hold	76	–	–	﹤0.01%	6752
2024 Q1	$7.65K	Hold	76	–	–	﹤0.01%	6787
2023 Q4	$7.71K	Buy	+76	New	+$7.58K	﹤0.01%	6737

Other funds holding VTES

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley's VTES Position: Q2 2026 in Review

Morgan Stanley reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 11% in Q2 2026, selling an estimated $1.22M and leaving 101,975 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Morgan Stanley first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Morgan Stanley held 101,975 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $10.3M as of Q2 2026.
Morgan Stanley sold 12,062 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.22M.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3654 holding.
Morgan Stanley first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
Morgan Stanley's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $11.5M in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.