Ashton Thomas Private Wealth’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Ashton Thomas Private Wealth’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	$4.43M	Sell	43,681 -3,815	-8%	-$386K	0.09%	219
2026 Q1	$4.8M	Buy	47,496 +1,047	+2%	+$107K	0.11%	198
2025 Q4	$4.72M	Buy	46,449 +13,134	+39%	+$1.33M	0.12%	185
2025 Q3	$3.4M	Sell	33,315 -2,278	-6%	-$231K	0.09%	232
2025 Q2	$3.59M	Sell	35,593 -491	-1%	-$49.2K	0.13%	179
2025 Q1	$3.63M	Buy	+36,084	New	+$3.63M	0.14%	170

Other funds holding VTES

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 Charlotte, North Carolina $1.55T AUM 33.47% 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

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ashton Thomas Private Wealth's VTES Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 8% in Q2 2026, selling an estimated $386K and leaving 43,681 shares worth $4.43M. The position accounts for 0.09% of the portfolio, ranked #219.

Ashton Thomas Private Wealth first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.8M in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Ashton Thomas Private Wealth held 43,681 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $4.43M as of Q2 2026.
Ashton Thomas Private Wealth sold 3,815 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $386K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.09% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #219 holding.
Ashton Thomas Private Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
Ashton Thomas Private Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $4.8M in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.