Jones Financial Companies
VTES icon

Jones Financial Companies’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Jones Financial Companies’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 		$9.62M Buy
94,954
+19,593
+26% +$1.98M ﹤0.01% 938
2026
Q1 		$7.61M Buy
75,361
+8,007
+12% +$817K ﹤0.01% 920
2025
Q4 		$6.84M Buy
67,354
+24,035
+55% +$2.44M ﹤0.01% 549
2025
Q3 		$4.41M Buy
43,319
+21,564
+99% +$2.19M ﹤0.01% 608
2025
Q2 		$2.2M Buy
21,755
+12,148
+126% +$1.22M ﹤0.01% 731
2025
Q1 		$964K Buy
9,607
+4,439
+86% +$447K ﹤0.01% 877
2024
Q4 		$518K Buy
+5,168
New +$521K ﹤0.01% 981

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

Jones Financial Companies's VTES Position: Q2 2026 in Review

Jones Financial Companies increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 26% in Q2 2026, buying an estimated $1.98M and bringing the position to 94,954 shares worth $9.62M. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Jones Financial Companies 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.

  • Jones Financial Companies held 94,954 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $9.62M as of Q2 2026.
  • Jones Financial Companies bought 19,593 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.98M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #938 holding.
  • Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.