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

BIP Wealth’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 Q3	$1.95M	Buy	+19,745	New	+$1.98M	0.05%	197

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

BIP Wealth's VTES Position: Q3 2026 in Review

BIP Wealth opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 19,745 shares worth $1.95M. The stake represents 0.05% of the portfolio and ranks #197 among its holdings.

89 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

BIP Wealth held 19,745 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.95M as of Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new BIP Wealth position in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.05% of BIP Wealth's portfolio in Q3 2026, its #197 holding.
89 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.