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Wedbush Securities’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Wedbush Securities’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 Buy
+1,975
New +$200K 0.01% 1221
2026
Q1 		– Sell
-1,975
Closed -$201K – 1292
2025
Q4 		$201K Hold
1,975
– – 0.01% 1120
2025
Q3 		$201K Buy
+1,975
New +$201K 0.01% 1079

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

Wedbush Securities's VTES Position: Q2 2026 in Review

Wedbush Securities opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 1,975 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in VTES as recently as Q4 2025.

Wedbush Securities first reported a position in VTES in Q3 2025 and has held it in 3 quarters since. The position peaked at $201K in Q4 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Wedbush Securities held 1,975 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $200K as of Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Wedbush Securities position in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1221 holding.
  • Wedbush Securities first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Wedbush Securities's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $201K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.