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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
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 $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

Wedbush Securities's VTES Position: Q1 2026 in Review

Wedbush Securities sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2026, closing a stake of 1,975 shares — an estimated $201K sold.

Wedbush Securities first reported a position in VTES in Q3 2025 and held it in 2 quarters. The position peaked at $201K in Q4 2025. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Wedbush Securities reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wedbush Securities sold 1,975 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $201K.
  • Wedbush Securities first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and held it in 2 quarters.
  • Wedbush Securities's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $201K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.