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Berkshire Bank’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Berkshire Bank’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 		$9.74M Buy
96,154
+1,926
+2% +$195K 1.88% 13
2026
Q1 		$9.53M Buy
94,228
+3,717
+4% +$379K 1.95% 12
2025
Q4 		$9.19M Buy
90,511
+8,098
+10% +$822K 1.87% 12
2025
Q3 		$8.4M Buy
82,413
+57,312
+228% +$5.82M 1.81% 11
2025
Q2 		$2.53M Buy
25,101
+7,408
+42% +$742K 0.58% 45
2025
Q1 		$1.78M Buy
17,693
+9,213
+109% +$927K 0.43% 54
2024
Q4 		$850K Sell
8,480
-800
-9% -$80.6K 0.2% 74
2024
Q3 		$941K Buy
+9,280
New +$936K 0.22% 69

Other funds holding VTES

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Berkshire Bank's VTES Position: Q2 2026 in Review

Berkshire Bank increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2% in Q2 2026, buying an estimated $195K and bringing the position to 96,154 shares worth $9.74M. The position accounts for 1.88% of the portfolio, ranked #13.

Berkshire Bank first reported a position in VTES in Q3 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Berkshire Bank held 96,154 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $9.74M as of Q2 2026.
  • Berkshire Bank bought 1,926 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $195K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 1.88% of Berkshire Bank's portfolio in Q2 2026, its #13 holding.
  • Berkshire Bank first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 54 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.