Laurel Wealth Advisors (North Carolina)’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$1.85M	Buy	18,289 +501	+3%	+$50.7K	0.18%	89
2026 Q1	$1.8M	Buy	17,788 +3,305	+23%	+$337K	0.18%	91
2025 Q4	$1.47M	Buy	14,483 +6	+0%	+$609	0.19%	97
2025 Q3	$1.48M	Buy	14,477 +754	+5%	+$76.6K	0.21%	98
2025 Q2	$1.39M	Buy	13,723 +504	+4%	+$50.5K	0.21%	98
2025 Q1	$1.33M	Buy	13,219 +1,502	+13%	+$151K	0.21%	98
2024 Q4	$1.17M	Buy	11,717 +1,706	+17%	+$172K	0.18%	101
2024 Q3	$1.02M	Buy	10,011 +1,354	+16%	+$137K	0.16%	106
2024 Q2	$866K	Sell	8,657 -1,197	-12%	-$120K	0.15%	110
2024 Q1	$992K	Buy	9,854 +6,403	+186%	+$647K	0.17%	105
2023 Q4	$350K	Buy	+3,451	New	+$344K	0.07%	136

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

Laurel Wealth Advisors (North Carolina)'s VTES Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2.8% in Q2 2026, buying an estimated $50.7K and bringing the position to 18,289 shares worth $1.85M. The position accounts for 0.18% of the portfolio, ranked #89.

Laurel Wealth Advisors (North Carolina) first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 18,289 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.85M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 501 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $50.7K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.18% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #89 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.