EnRich Financial Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

EnRich Financial Partners’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	$692K	Sell	6,826 -2	-0%	-$202	0.16%	34
2026 Q1	$691K	Sell	6,828 -53	-0.8%	-$5.41K	0.18%	33
2025 Q4	$699K	Sell	6,881 -23	-0.3%	-$2.34K	0.19%	33
2025 Q3	$704K	Sell	6,904 -54	-0.8%	-$5.48K	0.2%	32
2025 Q2	$702K	Sell	6,958 -33	-0.5%	-$3.31K	0.22%	32
2025 Q1	$703K	Sell	6,991 -15	-0.2%	-$1.51K	0.24%	29
2024 Q4	$702K	Buy	7,006 +3,480	+99%	+$351K	0.23%	28
2024 Q3	$358K	Sell	3,526 -11	-0.3%	-$1.11K	0.12%	38
2024 Q2	$354K	Sell	3,537 -487	-12%	-$48.7K	0.13%	36
2024 Q1	$405K	Buy	+4,024	New	+$406K	0.15%	32

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

EnRich Financial Partners's VTES Position: Q2 2026 in Review

EnRich Financial Partners reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.03% in Q2 2026, selling an estimated $202 and leaving 6,826 shares worth $692K. The position accounts for 0.16% of the portfolio, ranked #34.

EnRich Financial Partners first reported a position in VTES in Q1 2024 and has held it in 10 quarters since. The position peaked at $704K in Q3 2025. 298 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

EnRich Financial Partners held 6,826 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $692K as of Q2 2026.
EnRich Financial Partners sold 2 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $202.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.16% of EnRich Financial Partners's portfolio in Q2 2026, its #34 holding.
EnRich Financial Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 10 quarters since.
EnRich Financial Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $704K in Q3 2025.
298 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.