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Worth Asset Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Worth Asset 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
Q2 		$354K Buy
+3,497
New +$354K 0.11% 136

Other funds holding VTES

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Worth Asset Management's VTES Position: Q2 2026 in Review

Worth Asset Management opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 3,497 shares worth $354K. The stake represents 0.11% of the portfolio and ranks #136 among its holdings.

54 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Worth Asset Management held 3,497 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $354K as of Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Worth Asset Management position in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.11% of Worth Asset Management's portfolio in Q2 2026, its #136 holding.
  • 54 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.