Core Wealth Advisors (Florida)’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Core Wealth Advisors (Florida)’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	$251K	Buy	2,474 +495	+25%	+$50.1K	0.05%	116
2026 Q1	$200K	Hold	1,979	–	–	0.05%	114
2025 Q4	$201K	Hold	1,979	–	–	0.05%	93
2025 Q3	$202K	Buy	+1,979	New	+$201K	0.05%	91
2025 Q2	–	Sell	-3,969	Closed	-$399K	–	76
2025 Q1	$399K	Buy	3,969 +994	+33%	+$100K	0.13%	48
2024 Q4	$298K	Buy	+2,975	New	+$300K	0.1%	51

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

Core Wealth Advisors (Florida)'s VTES Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 25% in Q2 2026, buying an estimated $50.1K and bringing the position to 2,474 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #116.

Core Wealth Advisors (Florida) first reported a position in VTES in Q4 2024 and has held it in 6 quarters since. The position peaked at $399K in Q1 2025. 298 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Core Wealth Advisors (Florida) held 2,474 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $251K as of Q2 2026.
Core Wealth Advisors (Florida) bought 495 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $50.1K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.05% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #116 holding.
Core Wealth Advisors (Florida) first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
Core Wealth Advisors (Florida)'s Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $399K in Q1 2025.
298 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.