Farther Finance Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Farther Finance 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	$5.24M	Buy	51,760 +20,484	+65%	+$2.07M	0.04%	391
2026 Q1	$3.16M	Buy	31,276 +14,980	+92%	+$1.53M	0.03%	487
2025 Q4	$1.66M	Buy	16,296 +5,952	+58%	+$604K	0.02%	660
2025 Q3	$1.05M	Buy	10,344 +6,847	+196%	+$695K	0.02%	696
2025 Q2	$353K	Buy	3,497 +2,997	+599%	+$300K	0.01%	1098
2025 Q1	$50.2K	Hold	500	–	–	﹤0.01%	1893
2024 Q4	$50.1K	Hold	500	–	–	﹤0.01%	1661
2024 Q3	$50.7K	Hold	500	–	–	﹤0.01%	1643
2024 Q2	$49.8K	Hold	500	–	–	﹤0.01%	1418
2024 Q1	$50.2K	Hold	500	–	–	﹤0.01%	1192
2023 Q4	$50.7K	Buy	+500	New	+$49.9K	﹤0.01%	1029

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

Farther Finance Advisors's VTES Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 65% in Q2 2026, buying an estimated $2.07M and bringing the position to 51,760 shares worth $5.24M. The position accounts for 0.04% of the portfolio, ranked #391.

Farther Finance Advisors first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Farther Finance Advisors held 51,760 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $5.24M as of Q2 2026.
Farther Finance Advisors bought 20,484 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.07M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #391 holding.
Farther Finance Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.