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

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 Management Professionals's VTES Position: Q2 2026 in Review

Financial Management Professionals held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 700 shares worth $70.9K. The position accounts for 0.01% of the portfolio, ranked #256.

Financial Management Professionals first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. The position peaked at $71.3K in Q3 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Financial Management Professionals held 700 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $70.9K as of Q2 2026.
Financial Management Professionals left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #256 holding.
Financial Management Professionals first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
Financial Management Professionals's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $71.3K in Q3 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.