First Affirmative Financial Network’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

First Affirmative Financial Network’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 Q1	$4.75M	Buy	+46,945	New	+$4.79M	1.84%	9
2025 Q3	$245K	Buy	+2,402	New	+$244K	0.12%	225

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

First Affirmative Financial Network's VTES Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2026: 46,945 shares worth $4.75M. The stake represents 1.84% of the portfolio and ranks #9 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in VTES as recently as Q3 2025.

First Affirmative Financial Network first reported a position in VTES in Q3 2025 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

First Affirmative Financial Network held 46,945 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $4.75M as of Q1 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new First Affirmative Financial Network position in Q1 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 1.84% of First Affirmative Financial Network's portfolio in Q1 2026, its #9 holding.
First Affirmative Financial Network first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 2 quarters since.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.