Creative Financial Designs’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Creative Financial Designs’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	$427K	Sell	4,215 -1,056	-20%	-$107K	0.02%	436
2026 Q1	$533K	Sell	5,271 -995	-16%	-$101K	0.03%	327
2025 Q4	$637K	Sell	6,266 -31,349	-83%	-$3.18M	0.04%	297
2025 Q3	$3.83M	Sell	37,615 -823	-2%	-$83.6K	0.26%	86
2025 Q2	$3.88M	Buy	38,438 +5,506	+17%	+$552K	0.28%	82
2025 Q1	$3.31M	Buy	32,932 +3,458	+12%	+$348K	0.26%	83
2024 Q4	$2.95M	Buy	29,474 +11,409	+63%	+$1.15M	0.24%	92
2024 Q3	$1.83M	Buy	18,065 +3,687	+26%	+$372K	0.15%	124
2024 Q2	$1.44M	Buy	14,378 +11,251	+360%	+$1.12M	0.13%	146
2024 Q1	$315K	Buy	3,127 +1,047	+50%	+$106K	0.03%	328
2023 Q4	$211K	Buy	+2,080	New	+$207K	0.02%	375

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

Creative Financial Designs's VTES Position: Q2 2026 in Review

Creative Financial Designs reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 20% in Q2 2026, selling an estimated $107K and leaving 4,215 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #436.

Creative Financial Designs first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.88M in Q2 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Creative Financial Designs held 4,215 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $427K as of Q2 2026.
Creative Financial Designs sold 1,056 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $107K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #436 holding.
Creative Financial Designs first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
Creative Financial Designs's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $3.88M in Q2 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.