Firestone Capital Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Firestone Capital Management’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	$5.17M	Sell	51,071 -7,563	-13%	-$765K	0.96%	24
2026 Q1	$5.93M	Buy	58,634 +3,942	+7%	+$402K	1.23%	21
2025 Q4	$5.56M	Buy	54,692 +7,082	+15%	+$719K	1.18%	20
2025 Q3	$4.85M	Buy	47,610 +4,750	+11%	+$482K	1.05%	22
2025 Q2	$4.33M	Sell	42,860 -2,645	-6%	-$265K	1.02%	23
2025 Q1	$4.57M	Buy	45,505 +4,297	+10%	+$432K	1.2%	21
2024 Q4	$4.13M	Buy	41,208 +12,285	+42%	+$1.24M	1.03%	24
2024 Q3	$2.93M	Buy	28,923 +1,012	+4%	+$102K	0.74%	29
2024 Q2	$2.79M	Buy	27,911 +10,172	+57%	+$1.02M	0.76%	28
2024 Q1	$1.79M	Buy	17,739 +1,047	+6%	+$106K	0.5%	40
2023 Q4	$1.69M	Buy	16,692 +13,804	+478%	+$1.38M	0.52%	39
2023 Q3	$285K	Buy	2,888 +503	+21%	+$50.3K	0.1%	96
2023 Q2	$240K	Buy	+2,385	New	+$240K	0.08%	110

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

Firestone Capital Management's VTES Position: Q2 2026 in Review

Firestone Capital Management reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 13% in Q2 2026, selling an estimated $765K and leaving 51,071 shares worth $5.17M. The position accounts for 0.96% of the portfolio, ranked #24.

Firestone Capital Management first reported a position in VTES in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.93M in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Firestone Capital Management held 51,071 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $5.17M as of Q2 2026.
Firestone Capital Management sold 7,563 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $765K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.96% of Firestone Capital Management's portfolio in Q2 2026, its #24 holding.
Firestone Capital Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and has held it in 13 quarters since.
Firestone Capital Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $5.93M in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.