Eaton-Cambridge’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Eaton-Cambridge’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	$2.57M	Buy	25,374 +1,715	+7%	+$173K	0.72%	12
2026 Q1	$2.39M	Buy	23,659 +3,555	+18%	+$363K	0.75%	12
2025 Q4	$2.04M	Buy	20,104 +6,662	+50%	+$677K	0.67%	12
2025 Q3	$1.37M	Buy	13,442 +7,727	+135%	+$785K	0.48%	13
2025 Q2	$577K	Hold	5,715	–	–	0.22%	22
2025 Q1	$574K	Buy	+5,715	New	+$575K	0.25%	20

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

Eaton-Cambridge's VTES Position: Q2 2026 in Review

Eaton-Cambridge increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 7.2% in Q2 2026, buying an estimated $173K and bringing the position to 25,374 shares worth $2.57M. The position accounts for 0.72% of the portfolio, ranked #12.

Eaton-Cambridge first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Eaton-Cambridge held 25,374 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.57M as of Q2 2026.
Eaton-Cambridge bought 1,715 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $173K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.72% of Eaton-Cambridge's portfolio in Q2 2026, its #12 holding.
Eaton-Cambridge first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.