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 Q3	$5.79M	Buy	+58,744	New	+$5.9M	1.27%	19
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

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

First Affirmative Financial Network's VTES Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 58,744 shares worth $5.79M. The stake represents 1.27% of the portfolio and ranks #19 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in VTES as recently as Q1 2026.

First Affirmative Financial Network first reported a position in VTES in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

First Affirmative Financial Network held 58,744 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $5.79M as of Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new First Affirmative Financial Network position in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 1.27% of First Affirmative Financial Network's portfolio in Q3 2026, its #19 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 3 quarters since.
89 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.