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

Cerity 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	$474K	Buy	4,677 +494	+12%	+$50K	﹤0.01%	2466
2026 Q1	$423K	Sell	4,183 -179	-4%	-$18.3K	﹤0.01%	2385
2025 Q4	$443K	Buy	+4,362	New	+$443K	﹤0.01%	2183
2025 Q2	–	Sell	-3,794	Closed	-$381K	–	2768
2025 Q1	$381K	Buy	+3,794	New	+$382K	﹤0.01%	1903

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

Cerity Partners's VTES Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 12% in Q2 2026, buying an estimated $50K and bringing the position to 4,677 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

Cerity Partners first reported a position in VTES in Q1 2025 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Cerity Partners held 4,677 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $474K as of Q2 2026.
Cerity Partners bought 494 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $50K.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2466 holding.
Cerity Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 4 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.