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&Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

&Partners’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
Q2 		$571K Buy
5,635
+523
+10% +$52.9K ﹤0.01% 1763
2026
Q1 		$552K Buy
5,112
+722
+16% +$73.6K ﹤0.01% 1636
2025
Q4 		$446K Buy
+4,390
New +$446K ﹤0.01% 1680

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

&Partners's VTES Position: Q2 2026 in Review

&Partners increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 10% in Q2 2026, buying an estimated $52.9K and bringing the position to 5,635 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

&Partners first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • &Partners held 5,635 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $571K as of Q2 2026.
  • &Partners bought 523 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $52.9K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1763 holding.
  • &Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.