L.K. Benson & Company’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

L.K. Benson & Company’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	$525K	Buy	5,183 +24	+0.5%	+$2.43K	0.16%	76
2026 Q1	$522K	Buy	5,159 +17	+0.3%	+$1.73K	0.17%	72
2025 Q4	$522K	Buy	5,142 +83	+2%	+$8.43K	0.26%	71
2025 Q3	$516K	Buy	5,059 +25	+0.5%	+$2.54K	0.28%	69
2025 Q2	$508K	Buy	5,034 +24	+0.5%	+$2.4K	0.31%	65
2025 Q1	$504K	Buy	5,010 +3	+0.1%	+$302	0.35%	63
2024 Q4	$502K	Buy	+5,007	New	+$504K	0.35%	59

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

L.K. Benson & Company's VTES Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.47% in Q2 2026, buying an estimated $2.43K and bringing the position to 5,183 shares worth $525K. The position accounts for 0.16% of the portfolio, ranked #76.

L.K. Benson & Company first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

L.K. Benson & Company held 5,183 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $525K as of Q2 2026.
L.K. Benson & Company bought 24 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.43K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.16% of L.K. Benson & Company's portfolio in Q2 2026, its #76 holding.
L.K. Benson & Company first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.