Burton Enright Welch’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Burton Enright Welch’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	$3.09M	Buy	30,543 +10,186	+50%	+$1.03M	0.36%	34
2026 Q1	$2.06M	Sell	20,357 -5,632	-22%	-$574K	0.28%	45
2025 Q4	$2.64M	Buy	25,989 +2,616	+11%	+$266K	0.37%	37
2025 Q3	$2.38M	Buy	23,373 +278	+1%	+$28.2K	0.36%	34
2025 Q2	$2.33M	Sell	23,095 -9,748	-30%	-$976K	0.4%	35
2025 Q1	$3.3M	Sell	32,843 -275	-0.8%	-$27.7K	0.67%	20
2024 Q4	$3.32M	Buy	33,118 +8,885	+37%	+$895K	0.7%	20
2024 Q3	$2.46M	Buy	24,233 +4,305	+22%	+$434K	0.53%	26
2024 Q2	$1.99M	Buy	19,928 +4,236	+27%	+$423K	0.46%	28
2024 Q1	$1.58M	Buy	+15,692	New	+$1.58M	0.38%	30

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

Burton Enright Welch's VTES Position: Q2 2026 in Review

Burton Enright Welch increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 50% in Q2 2026, buying an estimated $1.03M and bringing the position to 30,543 shares worth $3.09M. The position accounts for 0.36% of the portfolio, ranked #34.

Burton Enright Welch first reported a position in VTES in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.32M in Q4 2024. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Burton Enright Welch held 30,543 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $3.09M as of Q2 2026.
Burton Enright Welch bought 10,186 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.03M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.36% of Burton Enright Welch's portfolio in Q2 2026, its #34 holding.
Burton Enright Welch first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 10 quarters since.
Burton Enright Welch's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $3.32M in Q4 2024.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.