Level Financial Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Level Financial Advisors’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	$232K	Hold	2,292	–	–	0.05%	92
2026 Q1	$232K	Hold	2,292	–	–	0.06%	87
2025 Q4	$233K	Hold	2,292	–	–	0.06%	90
2025 Q3	$234K	Hold	2,292	–	–	0.07%	91
2025 Q2	$231K	Hold	2,292	–	–	0.07%	83
2025 Q1	$230K	Hold	2,292	–	–	0.08%	82
2024 Q4	$230K	Hold	2,292	–	–	0.08%	77
2024 Q3	$232K	Hold	2,292	–	–	0.09%	72
2024 Q2	$229K	Hold	2,292	–	–	0.1%	65
2024 Q1	$231K	Hold	2,292	–	–	0.1%	70
2023 Q4	$232K	Buy	2,292 +1,471	+179%	+$147K	0.11%	60
2023 Q3	$81K	Buy	+821	New	+$82K	0.05%	86

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

Level Financial Advisors's VTES Position: Q2 2026 in Review

Level Financial Advisors held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 2,292 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #92.

Level Financial Advisors first reported a position in VTES in Q3 2023 and has held it in 12 quarters since. The position peaked at $234K in Q3 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Level Financial Advisors held 2,292 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $232K as of Q2 2026.
Level Financial Advisors left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.05% of Level Financial Advisors's portfolio in Q2 2026, its #92 holding.
Level Financial Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and has held it in 12 quarters since.
Level Financial Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $234K in Q3 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.