Financial Management Professionals’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Financial Management Professionals’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	$70.9K	Hold	700	–	–	0.01%	256
2026 Q1	$70.8K	Hold	700	–	–	0.01%	229
2025 Q4	$71.1K	Hold	700	–	–	0.01%	229
2025 Q3	$71.3K	Hold	700	–	–	0.01%	230
2025 Q2	$70.7K	Hold	700	–	–	0.01%	216
2025 Q1	$70.4K	Hold	700	–	–	0.01%	222
2024 Q4	$70.2K	Hold	700	–	–	0.01%	228
2024 Q3	$71K	Hold	700	–	–	0.01%	225
2024 Q2	$70K	Hold	700	–	–	0.01%	226
2024 Q1	$70K	Buy	700 +400	+133%	+$40.4K	0.01%	237
2023 Q4	$30K	Buy	+300	New	+$29.9K	﹤0.01%	337

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return