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Frankly Finances’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Frankly Finances’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 		$2.36M Buy
23,301
+1,900
+9% +$192K 1.87% 16
2026
Q1 		$2.16M Buy
21,401
+133
+0.6% +$13.6K 1.96% 16
2025
Q4 		$2.16M Buy
+21,268
New +$2.16M 2.05% 15

Other funds holding VTES

WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 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

Frankly Finances's VTES Position: Q2 2026 in Review

Frankly Finances increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 8.9% in Q2 2026, buying an estimated $192K and bringing the position to 23,301 shares worth $2.36M. The position accounts for 1.87% of the portfolio, ranked #16.

Frankly Finances first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Frankly Finances held 23,301 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.36M as of Q2 2026.
  • Frankly Finances bought 1,900 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $192K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 1.87% of Frankly Finances's portfolio in Q2 2026, its #16 holding.
  • Frankly Finances first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.