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Surience Private Wealth’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Surience Private Wealth’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 		$2.47M Buy
24,415
+21,063
+628% +$2.15M 2.65% 12
2025
Q4 		$340K Buy
+3,352
New +$340K 0.37% 24

Other funds holding VTES

Mercer Global Advisors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $13.1B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Surience Private Wealth's VTES Position: Q1 2026 in Review

Surience Private Wealth increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 628% in Q1 2026, buying an estimated $2.15M and bringing the position to 24,415 shares worth $2.47M. The position accounts for 2.65% of the portfolio, ranked #12.

Surience Private Wealth first reported a position in VTES in Q4 2025 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Surience Private Wealth held 24,415 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.47M as of Q1 2026.
  • Surience Private Wealth bought 21,063 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $2.15M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 2.65% of Surience Private Wealth's portfolio in Q1 2026, its #12 holding.
  • Surience Private Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.