Diversified Portfolios Inc’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Diversified Portfolios Inc’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	$1.87M	Sell	18,422 -1,408	-7%	-$142K	0.14%	80
2026 Q1	$2.01M	Sell	19,830 -74	-0.4%	-$7.55K	0.16%	70
2025 Q4	$2.02M	Buy	19,904 +347	+2%	+$35.2K	0.17%	69
2025 Q3	$1.99M	Sell	19,557 -951	-5%	-$96.6K	0.18%	67
2025 Q2	$2.07M	Buy	20,508 +514	+3%	+$51.5K	0.2%	63
2025 Q1	$2.01M	Sell	19,994 -5,442	-21%	-$547K	0.21%	61
2024 Q4	$2.55M	Sell	25,436 -4,292	-14%	-$432K	0.28%	57
2024 Q3	$3.02M	Sell	29,728 -812	-3%	-$81.9K	0.34%	52
2024 Q2	$3.06M	Sell	30,540 -6,955	-19%	-$695K	0.4%	45
2024 Q1	$3.78M	Buy	37,495 +17,096	+84%	+$1.73M	0.53%	37
2023 Q4	$2.07M	Buy	+20,399	New	+$2.03M	0.33%	49

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

Diversified Portfolios Inc's VTES Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 7.1% in Q2 2026, selling an estimated $142K and leaving 18,422 shares worth $1.87M. The position accounts for 0.14% of the portfolio, ranked #80.

Diversified Portfolios Inc first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.78M in Q1 2024. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Diversified Portfolios Inc held 18,422 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.87M as of Q2 2026.
Diversified Portfolios Inc sold 1,408 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $142K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.14% of Diversified Portfolios Inc's portfolio in Q2 2026, its #80 holding.
Diversified Portfolios Inc first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
Diversified Portfolios Inc's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $3.78M in Q1 2024.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.