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BOS Asset Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

BOS Asset 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
Q3 		$251K Buy
2,545
+36
+1% +$3.61K 0.06% 166
2026
Q2 		$254K Buy
2,509
+15
+0.6% +$1.52K 0.06% 172
2026
Q1 		$252K Buy
2,494
+504
+25% +$51.4K 0.06% 172
2025
Q4 		$202K Hold
1,990
– – 0.05% 190
2025
Q3 		$203K Hold
1,990
– – 0.06% 186
2025
Q2 		$201K Buy
+1,990
New +$199K 0.06% 173

Other funds holding VTES

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BOS Asset Management's VTES Position: Q3 2026 in Review

BOS Asset Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 1.4% in Q3 2026, buying an estimated $3.61K and bringing the position to 2,545 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #166.

BOS Asset Management first reported a position in VTES in Q2 2025 and has held it in 6 quarters since. The position peaked at $254K in Q2 2026. 21 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • BOS Asset Management held 2,545 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $251K as of Q3 2026.
  • BOS Asset Management bought 36 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $3.61K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.06% of BOS Asset Management's portfolio in Q3 2026, its #166 holding.
  • BOS Asset Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • BOS Asset Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $254K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.