Crews Bank & Trust’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Crews Bank & Trust’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	$552K	Hold	5,450	–	–	0.07%	143
2026 Q1	$551K	Hold	5,450	–	–	0.08%	137
2025 Q4	$554K	Sell	5,450 -100	-2%	-$10.2K	0.08%	140
2025 Q3	$566K	Hold	5,550	–	–	0.08%	134
2025 Q2	$560K	Hold	5,550	–	–	0.09%	126
2025 Q1	$558K	Hold	5,550	–	–	0.1%	125
2024 Q4	$556K	Buy	+5,550	New	+$559K	0.09%	122

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

Crews Bank & Trust's VTES Position: Q2 2026 in Review

Crews Bank & Trust held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 5,450 shares worth $552K. The position accounts for 0.07% of the portfolio, ranked #143.

Crews Bank & Trust first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $566K in Q3 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Crews Bank & Trust held 5,450 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $552K as of Q2 2026.
Crews Bank & Trust left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.07% of Crews Bank & Trust's portfolio in Q2 2026, its #143 holding.
Crews Bank & Trust first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $566K in Q3 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.