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PFG Private Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

PFG Private Wealth 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
2025
Q4 		– Sell
-6,434
Closed -$656K – 153
2025
Q3 		$656K Buy
+6,434
New +$653K 0.29% 66

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 $1.29B AUM 21.04% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

PFG Private Wealth Management's VTES Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2025, closing a stake of 6,434 shares — an estimated $656K sold.

PFG Private Wealth Management first reported a position in VTES in Q3 2025 and held it in 1 quarter. The position peaked at $656K in Q3 2025. 240 funds tracked by Wall St. Rank hold VTES as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 6,434 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $656K.
  • PFG Private Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $656K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.