Gleason Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Gleason Group’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	$31.7M	Buy	312,892 +13,330	+4%	+$1.35M	2.77%	9
2026 Q1	$30.3M	Buy	299,562 +16,118	+6%	+$1.64M	3%	9
2025 Q4	$28.8M	Sell	283,444 -20,925	-7%	-$2.13M	2.82%	9
2025 Q3	$31M	Sell	304,369 -1,585	-0.5%	-$161K	3.12%	9
2025 Q2	$30.9M	Buy	305,954 +258,486	+545%	+$25.9M	3.35%	8
2025 Q1	$4.77M	Buy	47,468 +38,324	+419%	+$3.85M	0.86%	14
2024 Q4	$917K	Buy	+9,144	New	+$921K	0.16%	38

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gleason Group's VTES Position: Q2 2026 in Review

Gleason Group increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 4.4% in Q2 2026, buying an estimated $1.35M and bringing the position to 312,892 shares worth $31.7M. The position accounts for 2.77% of the portfolio, ranked #9.

Gleason Group first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Gleason Group held 312,892 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $31.7M as of Q2 2026.
Gleason Group bought 13,330 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.35M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 2.77% of Gleason Group's portfolio in Q2 2026, its #9 holding.
Gleason Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.