Essex Savings Bank’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Essex Savings Bank’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	–	Sell	-8,015	Closed	-$811K	–	331
2026 Q1	$811K	Buy	8,015 +5,525	+222%	+$563K	0.18%	116
2025 Q4	$253K	Hold	2,490	–	–	0.05%	262
2025 Q3	$254K	Hold	2,490	–	–	0.06%	261
2025 Q2	$251K	Hold	2,490	–	–	0.06%	254
2025 Q1	$250K	Hold	2,490	–	–	0.06%	245
2024 Q4	$250K	Hold	2,490	–	–	0.06%	241
2024 Q3	$253K	Buy	+2,490	New	+$251K	0.06%	245

Other funds holding VTES

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

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Essex Savings Bank's VTES Position: Q2 2026 in Review

Essex Savings Bank sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026, closing a stake of 8,015 shares — an estimated $811K sold.

Essex Savings Bank first reported a position in VTES in Q3 2024 and held it in 7 quarters. The position peaked at $811K in Q1 2026. 93 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Essex Savings Bank reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
Essex Savings Bank sold 8,015 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $811K.
Essex Savings Bank first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2024 and held it in 7 quarters.
Essex Savings Bank's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $811K in Q1 2026.
93 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.