RW Investment Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

RW Investment 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
2026 Q1	$4.88M	Buy	+48,277	New	+$4.92M	0.47%	15

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RW Investment Management's VTES Position: Q1 2026 in Review

RW Investment Management opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2026: 48,277 shares worth $4.88M. The stake represents 0.47% of the portfolio and ranks #15 among its holdings.

280 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

RW Investment Management held 48,277 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $4.88M as of Q1 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new RW Investment Management position in Q1 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.47% of RW Investment Management's portfolio in Q1 2026, its #15 holding.
280 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.