EverSource Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

EverSource Wealth 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	$602K	Sell	5,937 -400	-6%	-$40.5K	0.02%	500
2026 Q1	$641K	Sell	6,337 -9,391	-60%	-$958K	0.02%	508
2025 Q4	$1.6M	Buy	15,728 +2,693	+21%	+$273K	0.06%	234
2025 Q3	$1.33M	Buy	13,035 +4,078	+46%	+$414K	0.05%	250
2025 Q2	$904K	Sell	8,957 -5,667	-39%	-$568K	0.04%	302
2025 Q1	$1.47M	Buy	14,624 +1,615	+12%	+$162K	0.08%	193
2024 Q4	$1.3M	Buy	+13,009	New	+$1.31M	0.07%	205

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

EverSource Wealth Advisors's VTES Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 6.3% in Q2 2026, selling an estimated $40.5K and leaving 5,937 shares worth $602K. The position accounts for 0.02% of the portfolio, ranked #500.

EverSource Wealth Advisors first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

EverSource Wealth Advisors held 5,937 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $602K as of Q2 2026.
EverSource Wealth Advisors sold 400 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $40.5K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #500 holding.
EverSource Wealth Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.6M in Q4 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.