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

Diversified 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	$347K	Buy	+3,429	New	+$347K	0.01%	868

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Diversified Trust's VTES Position: Q2 2026 in Review

Diversified Trust opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 3,429 shares worth $347K. The stake represents 0.01% of the portfolio and ranks #868 among its holdings.

80 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Diversified Trust held 3,429 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $347K as of Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Diversified Trust position in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #868 holding.
80 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.