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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $13.1B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return