AssetMark Inc’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

AssetMark Inc’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	$4.96K	Buy	+49	New	+$4.96K	﹤0.01%	2691

Other funds holding VTES

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc's VTES Position: Q2 2026 in Review

AssetMark Inc opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 49 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #2691 among its holdings.

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

AssetMark Inc held 49 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $4.96K as of Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new AssetMark Inc position in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2691 holding.
162 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.