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Walter & Keenan Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Walter & Keenan Wealth Management’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 		– Sell
-2,400
Closed -$244K – 162
2025
Q4 		$244K Sell
2,400
-250
-9% -$25.4K 0.07% 148
2025
Q3 		$270K Sell
2,650
-100
-4% -$10.2K 0.07% 140
2025
Q2 		$278K Buy
+2,750
New +$275K 0.08% 133

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

Walter & Keenan Wealth Management's VTES Position: Q1 2026 in Review

Walter & Keenan Wealth Management sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2026, closing a stake of 2,400 shares — an estimated $244K sold.

Walter & Keenan Wealth Management first reported a position in VTES in Q2 2025 and held it in 3 quarters. The position peaked at $278K in Q2 2025. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Walter & Keenan Wealth Management reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 2,400 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $244K.
  • Walter & Keenan Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and held it in 3 quarters.
  • Walter & Keenan Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $278K in Q2 2025.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.