Beacon Pointe Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Beacon Pointe Advisors’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	$9.02M	Buy	88,991 +5,204	+6%	+$526K	0.04%	367
2026 Q1	$8.47M	Sell	83,787 -1,624	-2%	-$166K	0.04%	355
2025 Q4	$8.68M	Buy	85,411 +2,566	+3%	+$261K	0.06%	282
2025 Q3	$8.44M	Buy	82,845 +49,534	+149%	+$5.03M	0.07%	253
2025 Q2	$3.36M	Buy	33,311 +29,690	+820%	+$2.97M	0.04%	380
2025 Q1	$364K	Sell	3,621 -871	-19%	-$87.6K	﹤0.01%	950
2024 Q4	$450K	Hold	4,492	–	–	0.01%	861
2024 Q3	$456K	Buy	4,492 +1,855	+70%	+$187K	0.01%	882
2024 Q2	$264K	Buy	+2,637	New	+$264K	﹤0.01%	1089

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

Beacon Pointe Advisors's VTES Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 6.2% in Q2 2026, buying an estimated $526K and bringing the position to 88,991 shares worth $9.02M. The position accounts for 0.04% of the portfolio, ranked #367.

Beacon Pointe Advisors first reported a position in VTES in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Beacon Pointe Advisors held 88,991 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $9.02M as of Q2 2026.
Beacon Pointe Advisors bought 5,204 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $526K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #367 holding.
Beacon Pointe Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.