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Harbour Investments’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Harbour Investments’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 		$538K Buy
5,322
+203
+4% +$20.7K 0.01% 1019
2025
Q4 		$520K Buy
5,119
+922
+22% +$93.6K 0.01% 837
2025
Q3 		$428K Buy
4,197
+2,509
+149% +$255K 0.01% 888
2025
Q2 		$170K Buy
1,688
+488
+41% +$48.9K ﹤0.01% 1245
2025
Q1 		$121K Buy
1,200
+240
+25% +$24.1K ﹤0.01% 1342
2024
Q4 		$96.2K Buy
960
+585
+156% +$58.9K ﹤0.01% 1374
2024
Q3 		$38K Buy
375
+125
+50% +$12.6K ﹤0.01% 1794
2024
Q2 		$25K Hold
250
– – ﹤0.01% 1856
2024
Q1 		$25.2K Hold
250
– – ﹤0.01% 1840
2023
Q4 		$25.4K Hold
250
– – ﹤0.01% 1759
2023
Q3 		$24.7K Hold
250
– – ﹤0.01% 1656
2023
Q2 		$25.1K Hold
250
– – ﹤0.01% 1668
2023
Q1 		$25.4K Buy
+250
New +$25.3K ﹤0.01% 1638

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

Harbour Investments's VTES Position: Q1 2026 in Review

Harbour Investments increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 4% in Q1 2026, buying an estimated $20.7K and bringing the position to 5,322 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #1019.

Harbour Investments first reported a position in VTES in Q1 2023 and has held it in 13 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Harbour Investments held 5,322 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $538K as of Q1 2026.
  • Harbour Investments bought 203 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $20.7K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1019 holding.
  • Harbour Investments first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.