Private Advisor Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Private Advisor Group’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 Q2	$1.77M	Sell	17,504 -19,422	-53%	-$1.96M	0.01%	1064
2026 Q1	$3.73M	Buy	36,926 +890	+2%	+$90.8K	0.02%	764
2025 Q4	$3.66M	Buy	36,036 +9,835	+38%	+$999K	0.02%	763
2025 Q3	$2.67M	Buy	26,201 +11,681	+80%	+$1.19M	0.01%	888
2025 Q2	$1.47M	Sell	14,520 -3,710	-20%	-$372K	0.01%	1103
2025 Q1	$1.83M	Buy	18,230 +4,814	+36%	+$484K	0.01%	939
2024 Q4	$1.34M	Buy	13,416 +2,301	+21%	+$232K	0.01%	1080
2024 Q3	$1.13M	Sell	11,115 -596	-5%	-$60.1K	0.01%	1183
2024 Q2	$1.17M	Buy	11,711 +1,895	+19%	+$189K	0.01%	1108
2024 Q1	$988K	Buy	9,816 +1,442	+17%	+$146K	0.01%	1164
2023 Q4	$849K	Buy	8,374 +2,591	+45%	+$258K	0.01%	1200
2023 Q3	$571K	Buy	5,783 +1,753	+43%	+$175K	0.01%	1321
2023 Q2	$405K	Buy	4,030 +1,269	+46%	+$128K	﹤0.01%	1470
2023 Q1	$280K	Buy	+2,761	New	+$279K	﹤0.01%	1611

Other funds holding VTES

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Advisor Group's VTES Position: Q2 2026 in Review

Private Advisor Group reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 53% in Q2 2026, selling an estimated $1.96M and leaving 17,504 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #1064.

Private Advisor Group first reported a position in VTES in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.73M in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Private Advisor Group held 17,504 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.77M as of Q2 2026.
Private Advisor Group sold 19,422 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.96M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1064 holding.
Private Advisor Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2023 and has held it in 14 quarters since.
Private Advisor Group's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $3.73M in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.