C.M. Bidwell & Associates’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

C.M. Bidwell & Associates’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	$60.3K	Buy	595 +82	+16%	+$8.29K	0.02%	225
2026 Q1	$51.9K	Buy	513 +70	+16%	+$7.14K	0.02%	224
2025 Q4	$45K	Hold	443	–	–	0.02%	233
2025 Q3	$45.2K	Sell	443 -489	-52%	-$49.7K	0.02%	228
2025 Q2	$94.1K	Buy	932 +509	+120%	+$51K	0.05%	174
2025 Q1	$42.5K	Sell	423 -1,408	-77%	-$142K	0.03%	224
2024 Q4	$184K	Buy	+1,831	New	+$184K	0.11%	131

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

C.M. Bidwell & Associates's VTES Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 16% in Q2 2026, buying an estimated $8.29K and bringing the position to 595 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #225.

C.M. Bidwell & Associates first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $184K in Q4 2024. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

C.M. Bidwell & Associates held 595 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $60.3K as of Q2 2026.
C.M. Bidwell & Associates bought 82 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $8.29K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #225 holding.
C.M. Bidwell & Associates first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
C.M. Bidwell & Associates's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $184K in Q4 2024.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.