Stratos Wealth Partners
VTES icon

Stratos Wealth Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Stratos Wealth 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
Q3 		$1.08M Buy
11,000
+8,920
+429% +$896K 0.01% 824
2026
Q2 		$211K Sell
2,080
-4,120
-66% -$417K ﹤0.01% 1601
2026
Q1 		$627K Buy
+6,200
New +$632K 0.01% 976

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Raymond James Financial
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Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Seeds Investor
Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return

Stratos Wealth Partners's VTES Position: Q3 2026 in Review

Stratos Wealth Partners increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 429% in Q3 2026, buying an estimated $896K and bringing the position to 11,000 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #824.

Stratos Wealth Partners first reported a position in VTES in Q1 2026 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Stratos Wealth Partners held 11,000 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.08M as of Q3 2026.
  • Stratos Wealth Partners bought 8,920 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $896K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q3 2026, its #824 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.