HB Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

HB Wealth Management’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	$1.85M	Sell	18,250 -3,127	-15%	-$316K	0.01%	505
2026 Q1	$2.16M	Buy	21,377 +1,036	+5%	+$106K	0.01%	412
2025 Q4	$2.07M	Buy	20,341 +860	+4%	+$87.3K	0.01%	405
2025 Q3	$1.99M	Buy	19,481 +15,281	+364%	+$1.55M	0.01%	411
2025 Q2	$424K	Buy	+4,200	New	+$421K	﹤0.01%	804

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

HB Wealth Management's VTES Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 15% in Q2 2026, selling an estimated $316K and leaving 18,250 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #505.

HB Wealth Management first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.16M in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

HB Wealth Management held 18,250 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.85M as of Q2 2026.
HB Wealth Management sold 3,127 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $316K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #505 holding.
HB Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
HB Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.16M in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.