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Orion Portfolio Solutions’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$630K Buy
+6,270
New +$631K 0.01% 1298

Other funds holding VTES

WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Orion Portfolio Solutions's VTES Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2025: 6,270 shares worth $630K. The stake represents 0.01% of the portfolio and ranks #1298 among its holdings.

155 funds tracked by Wall St. Rank hold VTES as of Q1 2025.

  • Orion Portfolio Solutions held 6,270 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $630K as of Q1 2025.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1298 holding.
  • 155 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.