PSCM
VTES icon

Per Stirling Capital Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Per Stirling Capital Management’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 		$1.12M Buy
11,103
+1,995
+22% +$203K 0.12% 128
2025
Q4 		$925K Buy
9,108
+2,816
+45% +$286K 0.1% 128
2025
Q3 		$641K Hold
6,292
– – 0.08% 155
2025
Q2 		$635K Buy
6,292
+102
+2% +$10.2K 0.08% 146
2025
Q1 		$622K Buy
6,190
+2,205
+55% +$222K 0.09% 147
2024
Q4 		$399K Buy
+3,985
New +$401K 0.06% 188

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

Per Stirling Capital Management's VTES Position: Q1 2026 in Review

Per Stirling Capital Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 22% in Q1 2026, buying an estimated $203K and bringing the position to 11,103 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #128.

Per Stirling Capital Management first reported a position in VTES in Q4 2024 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Per Stirling Capital Management held 11,103 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.12M as of Q1 2026.
  • Per Stirling Capital Management bought 1,995 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $203K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.12% of Per Stirling Capital Management's portfolio in Q1 2026, its #128 holding.
  • Per Stirling Capital Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.