Essex Financial Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Essex Financial Services’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	$439K	Buy	4,330 +2,000	+86%	+$202K	0.02%	521
2026 Q1	$236K	Sell	2,330 -10	-0.4%	-$1.02K	0.01%	699
2025 Q4	$238K	Hold	2,340	–	–	0.01%	693
2025 Q3	$239K	Sell	2,340 -1,580	-40%	-$160K	0.01%	645
2025 Q2	$396K	Sell	3,920 -4,250	-52%	-$426K	0.03%	465
2025 Q1	$821K	Sell	8,170 -300	-4%	-$30.2K	0.06%	276
2024 Q4	$849K	Sell	8,470 -90	-1%	-$9.07K	0.06%	262
2024 Q3	$863K	Buy	8,560 +4,270	+100%	+$431K	0.06%	271
2024 Q2	$432K	Buy	+4,290	New	+$429K	0.03%	395

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Essex Financial Services's VTES Position: Q2 2026 in Review

Essex Financial Services increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 86% in Q2 2026, buying an estimated $202K and bringing the position to 4,330 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #521.

Essex Financial Services first reported a position in VTES in Q2 2024 and has held it in 9 quarters since. The position peaked at $863K in Q3 2024. 240 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Essex Financial Services held 4,330 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $439K as of Q2 2026.
Essex Financial Services bought 2,000 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $202K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #521 holding.
Essex Financial Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
Essex Financial Services's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $863K in Q3 2024.
240 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.