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Optima Capital’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Optima Capital’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 		– Sell
-187
Closed -$19K – 1288
2025
Q4 		$19K Buy
+187
New +$19K 0.01% 434

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

Optima Capital's VTES Position: Q1 2026 in Review

Optima Capital sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2026, closing a stake of 187 shares — an estimated $19K sold.

Optima Capital first reported a position in VTES in Q4 2025 and held it in 1 quarter. The position peaked at $19K in Q4 2025. 279 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Optima Capital reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 187 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $19K.
  • Optima Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $19K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.