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Physician Wealth Solutions’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Physician Wealth 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
Q4 		– Sell
-8,130
Closed -$829K – 46
2025
Q3 		$829K Hold
8,130
– – 0.36% 28
2025
Q2 		$821K Buy
+8,130
New +$814K 0.38% 30

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
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 $1.69B AUM 19.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Physician Wealth Solutions's VTES Position: Q4 2025 in Review

Physician Wealth Solutions sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2025, closing a stake of 8,130 shares — an estimated $829K sold.

Physician Wealth Solutions first reported a position in VTES in Q2 2025 and held it in 2 quarters. The position peaked at $829K in Q3 2025. 240 funds tracked by Wall St. Rank hold VTES as of Q4 2025.

  • Physician Wealth Solutions reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Solutions sold 8,130 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $829K.
  • Physician Wealth Solutions first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Solutions's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $829K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on Physician Wealth Solutions's 13F filing for Q4 2025, filed 12 Jan 2026.