Hughes Financial Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Hughes Financial Services’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	$8.25M	Buy	81,423 +5,811	+8%	+$588K	1.09%	14
2026 Q1	$7.65M	Buy	75,612 +3,465	+5%	+$353K	1.18%	14
2025 Q4	$7.33M	Buy	72,147 +1,158	+2%	+$118K	1.15%	15
2025 Q3	$7.2M	Buy	70,989 +2,550	+4%	+$259K	1.15%	16
2025 Q2	$6.94M	Sell	68,439 -362	-0.5%	-$36.3K	1.19%	15
2025 Q1	$6.91M	Buy	68,801 +53,439	+348%	+$5.38M	1.35%	15
2024 Q4	$1.54M	Buy	+15,362	New	+$1.55M	0.32%	30

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

Hughes Financial Services's VTES Position: Q2 2026 in Review

Hughes Financial Services increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 7.7% in Q2 2026, buying an estimated $588K and bringing the position to 81,423 shares worth $8.25M. The position accounts for 1.09% of the portfolio, ranked #14.

Hughes Financial Services first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Hughes Financial Services held 81,423 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $8.25M as of Q2 2026.
Hughes Financial Services bought 5,811 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $588K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 1.09% of Hughes Financial Services's portfolio in Q2 2026, its #14 holding.
Hughes Financial Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.