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Boston Family Office’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Boston Family Office’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 		$228K Hold
2,250
– – 0.01% 301
2026
Q1 		$228K Hold
2,250
– – 0.02% 298
2025
Q4 		$229K Hold
2,250
– – 0.01% 293
2025
Q3 		$229K Hold
2,250
– – 0.01% 280
2025
Q2 		$227K Buy
+2,250
New +$225K 0.02% 270

Other funds holding VTES

Mercer Global Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boston Family Office's VTES Position: Q2 2026 in Review

Boston Family Office held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 2,250 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #301.

Boston Family Office first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. The position peaked at $229K in Q4 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Boston Family Office held 2,250 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $228K as of Q2 2026.
  • Boston Family Office left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Boston Family Office's portfolio in Q2 2026, its #301 holding.
  • Boston Family Office first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Boston Family Office's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $229K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.