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

Brown Wealth 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	$2.32M	Buy	23,564 +983	+4%	+$98.7K	0.51%	34
2026 Q2	$2.29M	Sell	22,581 -2,243	-9%	-$227K	0.51%	32
2026 Q1	$2.51M	Buy	24,824 +1,514	+6%	+$154K	0.65%	31
2025 Q4	$2.37M	Buy	23,310 +614	+3%	+$62.4K	0.62%	32
2025 Q3	$2.31M	Sell	22,696 -1,252	-5%	-$127K	0.65%	38
2025 Q2	$2.42M	Buy	23,948 +21,305	+806%	+$2.13M	0.75%	35
2025 Q1	$266K	Buy	2,643 +1	+0%	+$101	0.09%	78
2024 Q4	$265K	Buy	2,642 +658	+33%	+$66.3K	0.09%	70
2024 Q3	$201K	Sell	1,984 -741	-27%	-$74.7K	0.07%	84
2024 Q2	$273K	Buy	2,725 +209	+8%	+$20.9K	0.11%	70
2024 Q1	$253K	Buy	2,516 +9	+0.4%	+$909	0.1%	74
2023 Q4	$254K	Buy	+2,507	New	+$250K	0.11%	72

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

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Brown Wealth Management's VTES Position: Q3 2026 in Review

Brown Wealth Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 4.4% in Q3 2026, buying an estimated $98.7K and bringing the position to 23,564 shares worth $2.32M. The position accounts for 0.51% of the portfolio, ranked #34.

Brown Wealth Management first reported a position in VTES in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.51M in Q1 2026. 82 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Brown Wealth Management held 23,564 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.32M as of Q3 2026.
Brown Wealth Management bought 983 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $98.7K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.51% of Brown Wealth Management's portfolio in Q3 2026, its #34 holding.
Brown Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 12 quarters since.
Brown Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.51M in Q1 2026.
82 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.