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Burling Wealth Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Burling Wealth Partners’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 		– Sell
-2,399
Closed -$243K – 188
2026
Q1 		$243K Sell
2,399
-820
-25% -$83.6K 0.04% 167
2025
Q4 		$327K Sell
3,219
-120
-4% -$12.2K 0.05% 157
2025
Q3 		$340K Buy
3,339
+650
+24% +$66K 0.06% 145
2025
Q2 		$271K Buy
+2,689
New +$269K 0.05% 155

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

Burling Wealth Partners's VTES Position: Q2 2026 in Review

Burling Wealth Partners sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026, closing a stake of 2,399 shares — an estimated $243K sold.

Burling Wealth Partners first reported a position in VTES in Q2 2025 and held it in 4 quarters. The position peaked at $340K in Q3 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Burling Wealth Partners reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Burling Wealth Partners sold 2,399 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $243K.
  • Burling Wealth Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and held it in 4 quarters.
  • Burling Wealth Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $340K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.