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Kathleen S. Wright Associates’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$1.55M Buy
15,160
+260
+2% +$26.4K 0.57% 39
2025
Q2 		$1.5M Buy
14,900
+5,100
+52% +$511K 0.59% 37
2025
Q1 		$985K Buy
9,800
+3,400
+53% +$342K 0.41% 46
2024
Q4 		$642K Buy
6,400
+3,400
+113% +$343K 0.27% 68
2024
Q3 		$304K Hold
3,000
– – 0.13% 95
2024
Q2 		$300K Buy
+3,000
New +$300K 0.14% 93

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kathleen S. Wright Associates's VTES Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 1.7% in Q3 2025, buying an estimated $26.4K and bringing the position to 15,160 shares worth $1.55M. The position accounts for 0.57% of the portfolio, ranked #39.

Kathleen S. Wright Associates first reported a position in VTES in Q2 2024 and has held it in 6 quarters since. 206 funds tracked by Wall St. Rank hold VTES as of Q3 2025.

  • Kathleen S. Wright Associates held 15,160 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.55M as of Q3 2025.
  • Kathleen S. Wright Associates bought 260 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2025, an estimated $26.4K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.57% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #39 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • 206 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.