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Wealth Enhancement Trust Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Wealth Enhancement Trust Services’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 		$200K Hold
1,970
– – 0.02% 289
2026
Q1 		$199K Sell
1,970
-366
-16% -$37.3K 0.02% 279
2025
Q4 		$237K Buy
+2,336
New +$237K 0.03% 250

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Trust Services's VTES Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 1,970 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #289.

Wealth Enhancement Trust Services first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $237K in Q4 2025. 241 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,970 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $200K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #289 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $237K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.