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

Beaird Harris 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	$9.62M	Sell	94,970 -3,934	-4%	-$398K	0.6%	27
2026 Q1	$10M	Sell	98,904 -2,550	-3%	-$260K	0.68%	23
2025 Q4	$10.3M	Sell	101,454 -6,688	-6%	-$679K	0.71%	25
2025 Q3	$11M	Buy	108,142 +2,631	+2%	+$267K	0.78%	25
2025 Q2	$10.6M	Sell	105,511 -9,976	-9%	-$999K	0.82%	24
2025 Q1	$11.6M	Sell	115,487 -14,412	-11%	-$1.45M	0.99%	20
2024 Q4	$13M	Sell	129,899 -40,680	-24%	-$4.1M	1.12%	20
2024 Q3	$17.3M	Sell	170,579 -7,189	-4%	-$725K	1.51%	19
2024 Q2	$17.8M	Sell	177,768 -4,550	-2%	-$455K	1.67%	20
2024 Q1	$18.4M	Sell	182,318 -872	-0.5%	-$88K	1.79%	19
2023 Q4	$18.6M	Buy	183,190 +154,778	+545%	+$15.4M	1.95%	19
2023 Q3	$2.8M	Buy	+28,412	New	+$2.84M	0.34%	35

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

Beaird Harris Wealth Management's VTES Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 4% in Q2 2026, selling an estimated $398K and leaving 94,970 shares worth $9.62M. The position accounts for 0.6% of the portfolio, ranked #27.

Beaird Harris Wealth Management first reported a position in VTES in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.6M in Q4 2023. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Beaird Harris Wealth Management held 94,970 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $9.62M as of Q2 2026.
Beaird Harris Wealth Management sold 3,934 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $398K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.6% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #27 holding.
Beaird Harris Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and has held it in 12 quarters since.
Beaird Harris Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $18.6M in Q4 2023.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.