Integrity Wealth Solutions’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Integrity Wealth Solutions’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	$640K	Sell	6,313 -410	-6%	-$41.5K	0.24%	69
2026 Q1	$680K	Buy	6,723 +264	+4%	+$26.9K	0.27%	71
2025 Q4	$656K	Buy	6,459 +25	+0.4%	+$2.54K	0.26%	70
2025 Q3	$656K	Sell	6,434 -130	-2%	-$13.2K	0.29%	66
2025 Q2	$662K	Buy	6,564 +1,278	+24%	+$128K	0.32%	63
2025 Q1	$531K	Buy	5,286 +2,810	+113%	+$283K	0.29%	65
2024 Q4	$248K	Sell	2,476 -179	-7%	-$18K	0.14%	89
2024 Q3	$269K	Sell	2,655 -795	-23%	-$80.2K	0.16%	77
2024 Q2	$345K	Buy	3,450 +20	+0.6%	+$2K	0.22%	69
2024 Q1	$345K	Sell	3,430 -234	-6%	-$23.6K	0.23%	70
2023 Q4	$372K	Buy	+3,664	New	+$365K	0.26%	63

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

Integrity Wealth Solutions's VTES Position: Q2 2026 in Review

Integrity Wealth Solutions reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 6.1% in Q2 2026, selling an estimated $41.5K and leaving 6,313 shares worth $640K. The position accounts for 0.24% of the portfolio, ranked #69.

Integrity Wealth Solutions first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. The position peaked at $680K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Integrity Wealth Solutions held 6,313 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $640K as of Q2 2026.
Integrity Wealth Solutions sold 410 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $41.5K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.24% of Integrity Wealth Solutions's portfolio in Q2 2026, its #69 holding.
Integrity Wealth Solutions first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
Integrity Wealth Solutions's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $680K in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.