Avidian Wealth Enterprises’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Avidian Wealth Enterprises’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	$706K	Buy	6,969 +3,377	+94%	+$342K	0.02%	398
2026 Q1	$363K	Sell	3,592 -1,000	-22%	-$102K	0.01%	503
2025 Q4	$466K	Buy	4,592 +2	+0%	+$203	0.02%	388
2025 Q3	$468K	Buy	4,590 +998	+28%	+$101K	0.02%	383
2025 Q2	$363K	Buy	3,592 +248	+7%	+$24.8K	0.01%	404
2025 Q1	$336K	Buy	3,344 +497	+17%	+$50K	0.02%	387
2024 Q4	$285K	Buy	+2,847	New	+$287K	0.01%	410

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

Avidian Wealth Enterprises's VTES Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 94% in Q2 2026, buying an estimated $342K and bringing the position to 6,969 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #398.

Avidian Wealth Enterprises first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Avidian Wealth Enterprises held 6,969 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $706K as of Q2 2026.
Avidian Wealth Enterprises bought 3,377 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $342K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #398 holding.
Avidian Wealth Enterprises first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.