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 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

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

Essex Savings Bank's VTES Position: Q1 2026 in Review

Essex Savings Bank increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 222% in Q1 2026, buying an estimated $563K and bringing the position to 8,015 shares worth $811K. The position accounts for 0.18% of the portfolio, ranked #116.

Essex Savings Bank first reported a position in VTES in Q3 2024 and has held it in 7 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Essex Savings Bank held 8,015 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $811K as of Q1 2026.
Essex Savings Bank bought 5,525 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $563K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.18% of Essex Savings Bank's portfolio in Q1 2026, its #116 holding.
Essex Savings Bank first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Essex Savings Bank's 13F filing for Q1 2026, filed 17 Apr 2026.