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Graney & King’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Graney & King’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
Q1 		$159K Hold
1,570
– – 0.09% 79
2025
Q4 		$159K Buy
1,570
+1,173
+295% +$119K 0.09% 76
2025
Q3 		$40.5K Sell
397
-160
-29% -$16.2K 0.03% 147
2025
Q2 		$56.2K Hold
557
– – 0.04% 114
2025
Q1 		$56K Buy
+557
New +$56K 0.04% 110

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $13.1B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Graney & King's VTES Position: Q1 2026 in Review

Graney & King held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q1 2026 at 1,570 shares worth $159K. The position accounts for 0.09% of the portfolio, ranked #79.

Graney & King first reported a position in VTES in Q1 2025 and has held it in 5 quarters since. The position peaked at $159K in Q4 2025. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Graney & King held 1,570 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $159K as of Q1 2026.
  • Graney & King left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.09% of Graney & King's portfolio in Q1 2026, its #79 holding.
  • Graney & King first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Graney & King's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $159K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.