Cornerstone Financial Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Cornerstone Financial Management’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	$600K	Buy	5,922 +225	+4%	+$22.8K	0.48%	46
2026 Q1	$576K	Sell	5,697 -848	-13%	-$86.5K	0.53%	42
2025 Q4	$665K	Buy	+6,545	New	+$665K	0.62%	41

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

Cornerstone Financial Management's VTES Position: Q2 2026 in Review

Cornerstone Financial Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 3.9% in Q2 2026, buying an estimated $22.8K and bringing the position to 5,922 shares worth $600K. The position accounts for 0.48% of the portfolio, ranked #46.

Cornerstone Financial Management first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $665K in Q4 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Cornerstone Financial Management held 5,922 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $600K as of Q2 2026.
Cornerstone Financial Management bought 225 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $22.8K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.48% of Cornerstone Financial Management's portfolio in Q2 2026, its #46 holding.
Cornerstone Financial Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
Cornerstone Financial Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $665K in Q4 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.