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 Q2	$554K	Buy	5,479 +880	+19%	+$89K	0.11%	107
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 $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

Eldridge Investment Advisors's VTES Position: Q2 2026 in Review

Eldridge Investment Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 19% in Q2 2026, buying an estimated $89K and bringing the position to 5,479 shares worth $554K. The position accounts for 0.11% of the portfolio, ranked #107.

Eldridge Investment Advisors first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q4 2023. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Eldridge Investment Advisors held 5,479 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $554K as of Q2 2026.
Eldridge Investment Advisors bought 880 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $89K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.11% of Eldridge Investment Advisors's portfolio in Q2 2026, its #107 holding.
Eldridge Investment Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
Eldridge Investment Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.06M in Q4 2023.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.