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Lake Hills Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Lake Hills Wealth Management’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 		$413K Buy
+4,072
New +$412K 0.19% 51

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BB
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BHWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
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

Lake Hills Wealth Management's VTES Position: Q2 2026 in Review

Lake Hills Wealth Management opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 4,072 shares worth $413K. The stake represents 0.19% of the portfolio and ranks #51 among its holdings.

127 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Lake Hills Wealth Management held 4,072 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $413K as of Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Lake Hills Wealth Management position in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.19% of Lake Hills Wealth Management's portfolio in Q2 2026, its #51 holding.
  • 127 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.