CVA Family Office’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

CVA Family Office’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	$907K	Sell	8,955 -79	-0.9%	-$7.99K	0.08%	131
2026 Q1	$914K	Buy	9,034 +5,319	+143%	+$542K	0.1%	120
2025 Q4	$377K	Buy	3,715 +212	+6%	+$21.5K	0.04%	205
2025 Q3	$357K	Hold	3,503	–	–	0.05%	207
2025 Q2	$354K	Hold	3,503	–	–	0.05%	209
2025 Q1	$352K	Sell	3,503 -997	-22%	-$100K	0.05%	200
2024 Q4	$451K	Buy	4,500 +2,415	+116%	+$243K	0.07%	172
2024 Q3	$211K	Buy	2,085 +1,974	+1,778%	+$199K	0.03%	253
2024 Q2	$11.1K	Buy	+111	New	+$11.1K	﹤0.01%	731

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

CVA Family Office's VTES Position: Q2 2026 in Review

CVA Family Office reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.87% in Q2 2026, selling an estimated $7.99K and leaving 8,955 shares worth $907K. The position accounts for 0.08% of the portfolio, ranked #131.

CVA Family Office first reported a position in VTES in Q2 2024 and has held it in 9 quarters since. The position peaked at $914K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

CVA Family Office held 8,955 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $907K as of Q2 2026.
CVA Family Office sold 79 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $7.99K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.08% of CVA Family Office's portfolio in Q2 2026, its #131 holding.
CVA Family Office first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
CVA Family Office's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $914K in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.