Daymark Wealth Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Daymark Wealth Partners’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	$2.72M	Buy	26,829 +4,561	+20%	+$461K	0.07%	206
2026 Q1	$2.25M	Buy	22,268 +3,009	+16%	+$307K	0.07%	194
2025 Q4	$1.96M	Buy	19,259 +5,792	+43%	+$588K	0.06%	197
2025 Q3	$1.37M	Buy	13,467 +117	+0.9%	+$11.9K	0.05%	239
2025 Q2	$1.35M	Buy	13,350 +391	+3%	+$39.2K	0.05%	227
2025 Q1	$1.3M	Buy	12,959 +1,605	+14%	+$161K	0.06%	209
2024 Q4	$1.14M	Buy	11,354 +849	+8%	+$85.5K	0.05%	225
2024 Q3	$1.07M	Buy	10,505 +1,495	+17%	+$151K	0.05%	236
2024 Q2	$902K	Buy	9,010 +5,239	+139%	+$524K	0.04%	246
2024 Q1	$380K	Buy	+3,771	New	+$381K	0.02%	304

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

Daymark Wealth Partners's VTES Position: Q2 2026 in Review

Daymark Wealth Partners increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 20% in Q2 2026, buying an estimated $461K and bringing the position to 26,829 shares worth $2.72M. The position accounts for 0.07% of the portfolio, ranked #206.

Daymark Wealth Partners first reported a position in VTES in Q1 2024 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Daymark Wealth Partners held 26,829 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.72M as of Q2 2026.
Daymark Wealth Partners bought 4,561 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $461K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.07% of Daymark Wealth Partners's portfolio in Q2 2026, its #206 holding.
Daymark Wealth Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 10 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.