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

BlueChip Wealth 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	$4.59M	Buy	45,299 +5,208	+13%	+$527K	1.74%	17
2026 Q1	$4.05M	Buy	40,091 +9,665	+32%	+$986K	1.78%	19
2025 Q4	$3.09M	Buy	30,426 +3,978	+15%	+$404K	1.3%	24
2025 Q3	$2.7M	Sell	26,448 -1,854	-7%	-$188K	1.15%	24
2025 Q2	$2.86M	Buy	28,302 +14,983	+112%	+$1.5M	1.27%	20
2025 Q1	$1.34M	Buy	13,319 +5,093	+62%	+$512K	0.66%	37
2024 Q4	$825K	Buy	8,226 +3,640	+79%	+$367K	0.46%	45
2024 Q3	$465K	Buy	4,586 +1,076	+31%	+$108K	0.24%	81
2024 Q2	$351K	Buy	+3,510	New	+$351K	0.21%	97

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

BlueChip Wealth Advisors's VTES Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 13% in Q2 2026, buying an estimated $527K and bringing the position to 45,299 shares worth $4.59M. The position accounts for 1.74% of the portfolio, ranked #17.

BlueChip Wealth 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.

BlueChip Wealth Advisors held 45,299 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $4.59M as of Q2 2026.
BlueChip Wealth Advisors bought 5,208 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $527K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 1.74% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #17 holding.
BlueChip Wealth 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 BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.