Avior Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Avior Wealth 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	$2.63M	Buy	25,970 +5,600	+27%	+$566K	0.07%	216
2026 Q1	$2.06M	Buy	20,370 +3,435	+20%	+$350K	0.06%	249
2025 Q4	$1.72M	Buy	16,935 +6,995	+70%	+$710K	0.05%	220
2025 Q3	$1.01M	Buy	9,940 +2,750	+38%	+$279K	0.03%	297
2025 Q2	$726K	Buy	7,190 +1,100	+18%	+$110K	0.03%	351
2025 Q1	$612K	Buy	6,090 +5,590	+1,118%	+$562K	0.02%	353
2024 Q4	$50.1K	Hold	500	–	–	﹤0.01%	1151
2024 Q3	$50.7K	Hold	500	–	–	﹤0.01%	1113
2024 Q2	$50K	Hold	500	–	–	﹤0.01%	1088
2024 Q1	$50.4K	Hold	500	–	–	﹤0.01%	1229
2023 Q4	$50.7K	Buy	+500	New	+$49.9K	﹤0.01%	725

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

Avior Wealth Management's VTES Position: Q2 2026 in Review

Avior Wealth Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 27% in Q2 2026, buying an estimated $566K and bringing the position to 25,970 shares worth $2.63M. The position accounts for 0.07% of the portfolio, ranked #216.

Avior Wealth Management first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Avior Wealth Management held 25,970 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.63M as of Q2 2026.
Avior Wealth Management bought 5,600 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $566K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.07% of Avior Wealth Management's portfolio in Q2 2026, its #216 holding.
Avior Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.