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Allodium Investment Consultants’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Allodium Investment Consultants’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 		$1.45M Sell
14,348
-5,244
-27% -$530K 0.62% 31
2026
Q1 		$1.98M Buy
19,592
+556
+3% +$56.7K 0.95% 27
2025
Q4 		$1.93M Buy
19,036
+3,159
+20% +$321K 0.98% 26
2025
Q3 		$1.62M Buy
15,877
+4,383
+38% +$445K 0.91% 26
2025
Q2 		$1.16M Buy
11,494
+1,277
+12% +$128K 0.73% 27
2025
Q1 		$1.03M Buy
10,217
+2,152
+27% +$216K 0.76% 26
2024
Q4 		$809K Buy
+8,065
New +$813K 0.68% 28

Other funds holding VTES

Mercer Global Advisors
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
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BB
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

Allodium Investment Consultants's VTES Position: Q2 2026 in Review

Allodium Investment Consultants reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 27% in Q2 2026, selling an estimated $530K and leaving 14,348 shares worth $1.45M. The position accounts for 0.62% of the portfolio, ranked #31.

Allodium Investment Consultants first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q1 2026. 218 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Allodium Investment Consultants held 14,348 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.45M as of Q2 2026.
  • Allodium Investment Consultants sold 5,244 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $530K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.62% of Allodium Investment Consultants's portfolio in Q2 2026, its #31 holding.
  • Allodium Investment Consultants first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Allodium Investment Consultants's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.98M in Q1 2026.
  • 218 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.