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Vise Technologies’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Vise Technologies’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 		– Sell
-2,485
Closed -$252K – 1963
2026
Q1 		$252K Hold
2,485
– – 0.01% 1248
2025
Q4 		$252K Buy
+2,485
New +$252K ﹤0.01% 1258

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Bank of America
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GG
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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

Vise Technologies's VTES Position: Q2 2026 in Review

Vise Technologies sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026, closing a stake of 2,485 shares — an estimated $252K sold.

Vise Technologies first reported a position in VTES in Q4 2025 and held it in 2 quarters. The position peaked at $252K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Vise Technologies reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 2,485 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $252K.
  • Vise Technologies first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and held it in 2 quarters.
  • Vise Technologies's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $252K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.