Financial Engines Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Financial Engines 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	$4.13M	Buy	40,760 +7,216	+22%	+$730K	0.01%	162
2026 Q1	$3.39M	Buy	33,544 +200	+0.6%	+$20.4K	0.01%	172
2025 Q4	$3.39M	Sell	33,344 -529	-2%	-$53.7K	0.01%	181
2025 Q3	$3.45M	Buy	33,873 +7,110	+27%	+$722K	0.01%	180
2025 Q2	$2.7M	Sell	26,763 -1,644	-6%	-$165K	0.01%	190
2025 Q1	$2.85M	Buy	28,407 +11,724	+70%	+$1.18M	0.01%	168
2024 Q4	$1.67M	Buy	16,683 +2,456	+17%	+$247K	﹤0.01%	212
2024 Q3	$1.44M	Buy	14,227 +893	+7%	+$90K	﹤0.01%	205
2024 Q2	$1.33M	Sell	13,334 -556	-4%	-$55.6K	﹤0.01%	197
2024 Q1	$1.4M	Buy	13,890 +330	+2%	+$33.3K	﹤0.01%	180
2023 Q4	$1.38M	Buy	+13,560	New	+$1.35M	﹤0.01%	169

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

Financial Engines Advisors's VTES Position: Q2 2026 in Review

Financial Engines Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 22% in Q2 2026, buying an estimated $730K and bringing the position to 40,760 shares worth $4.13M. The position accounts for 0.01% of the portfolio, ranked #162.

Financial Engines 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.

Financial Engines Advisors held 40,760 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $4.13M as of Q2 2026.
Financial Engines Advisors bought 7,216 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $730K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #162 holding.
Financial Engines 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 Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.