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 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

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

BOS Asset Management's VTES Position: Q2 2026 in Review

BOS Asset Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.6% in Q2 2026, buying an estimated $1.52K and bringing the position to 2,509 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #172.

BOS Asset Management first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

BOS Asset Management held 2,509 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $254K as of Q2 2026.
BOS Asset Management bought 15 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.52K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.06% of BOS Asset Management's portfolio in Q2 2026, its #172 holding.
BOS Asset Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.