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 Q2	$634K	Buy	6,261 +939	+18%	+$95K	0.01%	1013
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 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

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 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

Harbour Investments's VTES Position: Q2 2026 in Review

Harbour Investments increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 18% in Q2 2026, buying an estimated $95K and bringing the position to 6,261 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #1013.

Harbour Investments first reported a position in VTES in Q1 2023 and has held it in 14 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Harbour Investments held 6,261 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $634K as of Q2 2026.
Harbour Investments bought 939 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $95K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1013 holding.
Harbour Investments first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2023 and has held it in 14 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.