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Principia Wealth Advisory’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Principia Wealth Advisory’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 		– Sell
-941
Closed -$95.6K – 1084
2025
Q4 		$95.6K Hold
941
– – 0.06% 109
2025
Q3 		$95.9K Hold
941
– – 0.07% 97
2025
Q2 		$95K Hold
941
– – 0.08% 89
2025
Q1 		$93.7K Buy
+941
New +$94.7K 0.09% 73

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principia Wealth Advisory's VTES Position: Q1 2026 in Review

Principia Wealth Advisory sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2026, closing a stake of 941 shares — an estimated $95.6K sold.

Principia Wealth Advisory first reported a position in VTES in Q1 2025 and held it in 4 quarters. The position peaked at $95.9K in Q3 2025. 281 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Principia Wealth Advisory reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 941 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $95.6K.
  • Principia Wealth Advisory first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and held it in 4 quarters.
  • Principia Wealth Advisory's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $95.9K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.