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

JFS 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	$200K	Hold	1,976	–	–	0.01%	336
2026 Q1	$200K	Hold	1,976	–	–	0.01%	328
2025 Q4	$201K	Sell	1,976 -1	-0.1%	-$102	0.01%	322
2025 Q3	$202K	Sell	1,977 -782	-28%	-$79.4K	0.01%	326
2025 Q2	$278K	Hold	2,759	–	–	0.02%	267
2025 Q1	$277K	Sell	2,759 -2,000	-42%	-$201K	0.02%	269
2024 Q4	$477K	Buy	4,759 +2,759	+138%	+$278K	0.03%	202
2024 Q3	$203K	Buy	+2,000	New	+$202K	0.01%	288

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

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

JFS Wealth Advisors held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 1,976 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #336.

JFS Wealth Advisors first reported a position in VTES in Q3 2024 and has held it in 8 quarters since. The position peaked at $477K in Q4 2024. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

JFS Wealth Advisors held 1,976 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $200K as of Q2 2026.
JFS 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 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #336 holding.
JFS Wealth Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
JFS Wealth Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $477K in Q4 2024.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.