Burney Company’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Burney Company’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	$989K	Buy	9,759 +792	+9%	+$80.1K	0.03%	352
2026 Q1	$907K	Sell	8,967 -3,284	-27%	-$335K	0.03%	350
2025 Q4	$1.24M	Buy	12,251 +1,086	+10%	+$110K	0.04%	303
2025 Q3	$1.14M	Sell	11,165 -3,678	-25%	-$373K	0.04%	295
2025 Q2	$1.5M	Buy	14,843 +12,181	+458%	+$1.22M	0.05%	267
2025 Q1	$268K	Buy	+2,662	New	+$268K	0.01%	518

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

Burney Company's VTES Position: Q2 2026 in Review

Burney Company increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 8.8% in Q2 2026, buying an estimated $80.1K and bringing the position to 9,759 shares worth $989K. The position accounts for 0.03% of the portfolio, ranked #352.

Burney Company first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.5M in Q2 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Burney Company held 9,759 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $989K as of Q2 2026.
Burney Company bought 792 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $80.1K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.03% of Burney Company's portfolio in Q2 2026, its #352 holding.
Burney Company first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
Burney Company's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.5M in Q2 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.