Wealth Enhancement Trust Services
VTES icon

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
Q3 		$194K Hold
1,970
– – 0.02% 289
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

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Gleason Group
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TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Wealth Enhancement Trust Services's VTES Position: Q3 2026 in Review

Wealth Enhancement Trust Services held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q3 2026 at 1,970 shares worth $194K. 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 4 quarters since. The position peaked at $237K in Q4 2025. 241 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Wealth Enhancement Trust Services held 1,970 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $194K as of Q3 2026.
  • Wealth Enhancement Trust Services left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q3 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q3 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 4 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 Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.