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 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

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

Brown Wealth Management's VTES Position: Q2 2026 in Review

Brown Wealth Management reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 9% in Q2 2026, selling an estimated $227K and leaving 22,581 shares worth $2.29M. The position accounts for 0.51% of the portfolio, ranked #32.

Brown Wealth Management first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.51M in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Brown Wealth Management held 22,581 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.29M as of Q2 2026.
Brown Wealth Management sold 2,243 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $227K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.51% of Brown Wealth Management's portfolio in Q2 2026, its #32 holding.
Brown Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
Brown Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.51M in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.