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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
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 $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

&Partners's VTES Position: Q1 2026 in Review

&Partners increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 16% in Q1 2026, buying an estimated $73.6K and bringing the position to 5,112 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

&Partners first reported a position in VTES in Q4 2025 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • &Partners held 5,112 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $552K as of Q1 2026.
  • &Partners bought 722 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $73.6K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1636 holding.
  • &Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.