Fiduciary Trust’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Fiduciary Trust’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	$236K	Buy	+2,325	New	+$235K	﹤0.01%	828
2024 Q1	–	Sell	-3,977	Closed	-$403K	–	656
2023 Q4	$403K	Buy	+3,977	New	+$397K	0.01%	488

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

Fiduciary Trust's VTES Position: Q2 2026 in Review

Fiduciary Trust opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 2,325 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Fiduciary Trust previously reported a position in VTES as recently as Q4 2023.

Fiduciary Trust first reported a position in VTES in Q4 2023 and has held it in 2 quarters since. The position peaked at $403K in Q4 2023. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Fiduciary Trust held 2,325 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $236K as of Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Fiduciary Trust position in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #828 holding.
Fiduciary Trust first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 2 quarters since.
Fiduciary Trust's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $403K in Q4 2023.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.