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Sequoia Financial Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Sequoia Financial Advisors’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 		$360K Sell
3,549
-822
-19% -$83.1K ﹤0.01% 1550
2026
Q1 		$442K Buy
4,371
+471
+12% +$48K ﹤0.01% 1338
2025
Q4 		$396K Buy
3,900
+1,623
+71% +$165K ﹤0.01% 1411
2025
Q3 		$232K Buy
+2,277
New +$231K ﹤0.01% 1539

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

Sequoia Financial Advisors's VTES Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 19% in Q2 2026, selling an estimated $83.1K and leaving 3,549 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Sequoia Financial Advisors first reported a position in VTES in Q3 2025 and has held it in 4 quarters since. The position peaked at $442K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Sequoia Financial Advisors held 3,549 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $360K as of Q2 2026.
  • Sequoia Financial Advisors sold 822 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $83.1K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1550 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $442K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.