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VTES icon

NewEdge Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

NewEdge 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 		$2.97M Buy
29,392
+14,382
+96% +$1.47M 0.01% 910
2025
Q4 		$1.52M Buy
15,010
+1,027
+7% +$104K 0.01% 1213
2025
Q3 		$1.43M Buy
13,983
+815
+6% +$82.8K 0.01% 1197
2025
Q2 		$1.33M Buy
13,168
+7,233
+122% +$725K 0.01% 1128
2025
Q1 		$597K Buy
5,935
+3,291
+124% +$331K ﹤0.01% 1488
2024
Q4 		$265K Buy
+2,644
New +$266K ﹤0.01% 1945

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

NewEdge Advisors's VTES Position: Q1 2026 in Review

NewEdge Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 96% in Q1 2026, buying an estimated $1.47M and bringing the position to 29,392 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #910.

NewEdge Advisors first reported a position in VTES in Q4 2024 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • NewEdge Advisors held 29,392 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.97M as of Q1 2026.
  • NewEdge Advisors bought 14,382 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.47M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #910 holding.
  • NewEdge Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.