Flagship Harbor Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Flagship Harbor Advisors’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	$1.21M	Sell	11,956 -67	-0.6%	-$6.78K	0.05%	311
2026 Q1	$1.22M	Buy	12,023 +867	+8%	+$88.4K	0.05%	285
2025 Q4	$1.13M	Buy	11,156 +1,816	+19%	+$184K	0.05%	274
2025 Q3	$952K	Hold	9,340	–	–	0.04%	330
2025 Q2	$943K	Buy	+9,340	New	+$936K	0.04%	322

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

Flagship Harbor Advisors's VTES Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.56% in Q2 2026, selling an estimated $6.78K and leaving 11,956 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #311.

Flagship Harbor Advisors first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Flagship Harbor Advisors held 11,956 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.21M as of Q2 2026.
Flagship Harbor Advisors sold 67 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $6.78K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.05% of Flagship Harbor Advisors's portfolio in Q2 2026, its #311 holding.
Flagship Harbor Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
Flagship Harbor Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.22M in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.