Alhambra Investment Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Alhambra Investment 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	$1.19M	Buy	11,700 +900	+8%	+$91K	0.52%	48
2026 Q1	$1.09M	Hold	10,800	–	–	0.5%	51
2025 Q4	$1.1M	Hold	10,800	–	–	0.51%	51
2025 Q3	$1.1M	Buy	10,800 +3,000	+38%	+$305K	0.52%	50
2025 Q2	$787K	Buy	7,800 +3,000	+63%	+$301K	0.39%	62
2025 Q1	$482K	Hold	4,800	–	–	0.25%	94
2024 Q4	$481K	Buy	+4,800	New	+$484K	0.25%	96

Other funds holding VTES

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

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Alhambra Investment Management's VTES Position: Q2 2026 in Review

Alhambra Investment Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 8.3% in Q2 2026, buying an estimated $91K and bringing the position to 11,700 shares worth $1.19M. The position accounts for 0.52% of the portfolio, ranked #48.

Alhambra Investment Management first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. 216 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Alhambra Investment Management held 11,700 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.19M as of Q2 2026.
Alhambra Investment Management bought 900 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $91K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.52% of Alhambra Investment Management's portfolio in Q2 2026, its #48 holding.
Alhambra Investment Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
216 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.