Clearstead Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Clearstead Advisors’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	$8.15M	Buy	80,436 +42,566	+112%	+$4.31M	0.08%	188
2026 Q1	$3.83M	Buy	37,870 +13,690	+57%	+$1.4M	0.04%	264
2025 Q4	$2.46M	Buy	24,180 +6,879	+40%	+$699K	0.03%	296
2025 Q3	$1.76M	Buy	17,301 +4,897	+39%	+$497K	0.02%	343
2025 Q2	$1.25M	Buy	12,404 +7,088	+133%	+$710K	0.02%	393
2025 Q1	$534K	Buy	5,316 +5,141	+2,938%	+$517K	0.01%	559
2024 Q4	$17.5K	Hold	175	–	–	﹤0.01%	1425
2024 Q3	$17.7K	Buy	175 +37	+27%	+$3.73K	﹤0.01%	1453
2024 Q2	$13.8K	Hold	138	–	–	﹤0.01%	1472
2024 Q1	$13.8K	Buy	+138	New	+$13.9K	﹤0.01%	1011

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

Clearstead Advisors's VTES Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 112% in Q2 2026, buying an estimated $4.31M and bringing the position to 80,436 shares worth $8.15M. The position accounts for 0.08% of the portfolio, ranked #188.

Clearstead Advisors first reported a position in VTES in Q1 2024 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Clearstead Advisors held 80,436 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $8.15M as of Q2 2026.
Clearstead Advisors bought 42,566 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $4.31M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.08% of Clearstead Advisors's portfolio in Q2 2026, its #188 holding.
Clearstead Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 10 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.