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Fortune Financial Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Fortune Financial 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 		$835K Buy
8,239
+661
+9% +$66.9K 0.36% 69
2026
Q1 		$766K Buy
7,578
+511
+7% +$52.1K 0.39% 69
2025
Q4 		$718K Buy
7,067
+2,658
+60% +$270K 0.48% 54
2025
Q3 		$449K Buy
+4,409
New +$448K 0.34% 67

Other funds holding VTES

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Fortune Financial Advisors's VTES Position: Q2 2026 in Review

Fortune Financial Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 8.7% in Q2 2026, buying an estimated $66.9K and bringing the position to 8,239 shares worth $835K. The position accounts for 0.36% of the portfolio, ranked #69.

Fortune Financial Advisors first reported a position in VTES in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Fortune Financial Advisors held 8,239 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $835K as of Q2 2026.
  • Fortune Financial Advisors bought 661 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $66.9K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.36% of Fortune Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Fortune Financial Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

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