Morgan Stanley
VTES icon

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
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 Sell
76
-76
-50% -$7.67K ﹤0.01% 6787
2023
Q4 		$15.4K Buy
+152
New +$15.2K ﹤0.01% 6737

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 $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return