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Steward Partners Investment Advisory’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Steward Partners Investment 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
Q2 		$20.3K Hold
200
– – ﹤0.01% 3409
2026
Q1 		$20.2K Hold
200
– – ﹤0.01% 3222
2025
Q4 		$20.3K Hold
200
– – ﹤0.01% 3135
2025
Q3 		$20.4K Buy
+200
New +$20.3K ﹤0.01% 3087

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Steward Partners Investment Advisory's VTES Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 200 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3409.

Steward Partners Investment Advisory first reported a position in VTES in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.4K in Q3 2025. 263 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Steward Partners Investment Advisory held 200 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $20.3K as of Q2 2026.
  • Steward Partners Investment Advisory left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3409 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $20.4K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.