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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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

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

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return