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Root Financial Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Root Financial Partners’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 		– Sell
-975
Closed -$98.6K – 3130
2026
Q1 		$98.6K Sell
975
-1,510
-61% -$154K ﹤0.01% 567
2025
Q4 		$252K Sell
2,485
-320
-11% -$32.5K 0.01% 254
2025
Q3 		$286K Hold
2,805
– – 0.02% 219
2025
Q2 		$283K Buy
+2,805
New +$281K 0.03% 190

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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Root Financial Partners's VTES Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026, closing a stake of 975 shares — an estimated $98.6K sold.

Root Financial Partners first reported a position in VTES in Q2 2025 and held it in 4 quarters. The position peaked at $286K in Q3 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 975 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $98.6K.
  • Root Financial Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and held it in 4 quarters.
  • Root Financial Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $286K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.