Eldridge Investment Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Eldridge Investment Advisors’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 Q1	$464K	Buy	4,599 +100	+2%	+$10.2K	0.1%	115
2025 Q4	$457K	Hold	4,499	–	–	0.1%	116
2025 Q3	$457K	Hold	4,499	–	–	0.1%	115
2025 Q2	$453K	Sell	4,499 -182	-4%	-$18.2K	0.09%	113
2025 Q1	$469K	Buy	4,681 +250	+6%	+$25.1K	0.11%	112
2024 Q4	$444K	Hold	4,431	–	–	0.1%	112
2024 Q3	$448K	Sell	4,431 -3,000	-40%	-$302K	0.11%	113
2024 Q2	$744K	Sell	7,431 -3,031	-29%	-$303K	0.19%	87
2024 Q1	$1.05M	Buy	10,462 +50	+0.5%	+$5.05K	0.27%	80
2023 Q4	$1.06M	Buy	+10,412	New	+$1.04M	0.28%	76

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Eldridge Investment Advisors's VTES Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2.2% in Q1 2026, buying an estimated $10.2K and bringing the position to 4,599 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #115.

Eldridge Investment Advisors first reported a position in VTES in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2023. 280 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Eldridge Investment Advisors held 4,599 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $464K as of Q1 2026.
Eldridge Investment Advisors bought 100 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $10.2K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.1% of Eldridge Investment Advisors's portfolio in Q1 2026, its #115 holding.
Eldridge Investment Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 10 quarters since.
Eldridge Investment Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.06M in Q4 2023.
280 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.