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Heartwood Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Heartwood Wealth Advisors’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 		$302K Hold
2,980
– – 0.02% 190
2026
Q1 		$301K Buy
+2,980
New +$304K 0.03% 174

Other funds holding VTES

Mercer Global Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heartwood Wealth Advisors's VTES Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 2,980 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #190.

Heartwood Wealth Advisors first reported a position in VTES in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Heartwood Wealth Advisors held 2,980 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $302K as of Q2 2026.
  • Heartwood Wealth Advisors left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.