OIA
VTES icon

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

OneDigital 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 		$1.41M Buy
13,967
+51
+0.4% +$5.2K 0.01% 574
2025
Q4 		$1.41M Buy
13,916
+339
+2% +$34.4K 0.01% 568
2025
Q3 		$1.38M Buy
13,577
+278
+2% +$28.2K 0.01% 546
2025
Q2 		$1.34M Buy
13,299
+9,426
+243% +$944K 0.01% 547
2025
Q1 		$389K Buy
3,873
+317
+9% +$31.9K ﹤0.01% 964
2024
Q4 		$357K Sell
3,556
-565
-14% -$56.9K ﹤0.01% 1044
2024
Q3 		$418K Buy
4,121
+376
+10% +$37.9K ﹤0.01% 1009
2024
Q2 		$375K Buy
3,745
+226
+6% +$22.6K ﹤0.01% 1007
2024
Q1 		$354K Buy
3,519
+67
+2% +$6.76K 0.01% 855
2023
Q4 		$350K Buy
+3,452
New +$344K 0.01% 857

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