UBS Group
VTES icon

UBS Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

UBS Group’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 		$6.3M Buy
62,184
+16,845
+37% +$1.7M ﹤0.01% 3920
2026
Q1 		$4.59M Buy
45,339
+5,967
+15% +$609K ﹤0.01% 4164
2025
Q4 		$4M Buy
39,372
+770
+2% +$78.2K ﹤0.01% 4251
2025
Q3 		$3.93M Buy
38,602
+5,439
+16% +$552K ﹤0.01% 4287
2025
Q2 		$3.35M Buy
33,163
+26,549
+401% +$2.66M ﹤0.01% 4287
2025
Q1 		$665K Buy
6,614
+2,307
+54% +$232K ﹤0.01% 5623
2024
Q4 		$432K Buy
4,307
+25
+0.6% +$2.52K ﹤0.01% 5951
2024
Q3 		$434K Buy
4,282
+3,921
+1,086% +$395K ﹤0.01% 5329
2024
Q2 		$36.1K Sell
361
-189
-34% -$18.9K ﹤0.01% 6935
2024
Q1 		$55.4K Sell
550
-1,959
-78% -$198K ﹤0.01% 6467
2023
Q4 		$254K Buy
2,509
+2,480
+8,552% +$247K ﹤0.01% 5618
2023
Q3 		$2.86K Buy
+29
New +$2.9K ﹤0.01% 7633

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

UBS Group's VTES Position: Q2 2026 in Review

UBS Group increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 37% in Q2 2026, buying an estimated $1.7M and bringing the position to 62,184 shares worth $6.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3920.

UBS Group first reported a position in VTES in Q3 2023 and has held it in 12 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • UBS Group held 62,184 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $6.3M as of Q2 2026.
  • UBS Group bought 16,845 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.7M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3920 holding.
  • UBS Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.