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

Lodestone 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 		$248K Hold
2,450
– – 0.09% 168
2026
Q1 		$248K Hold
2,450
– – 0.1% 156
2025
Q4 		$249K Hold
2,450
– – 0.1% 155
2025
Q3 		$250K Hold
2,450
– – 0.11% 157
2025
Q2 		$247K Buy
+2,450
New +$245K 0.12% 148

Other funds holding VTES

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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

Lodestone Wealth Management's VTES Position: Q2 2026 in Review

Lodestone Wealth Management held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 2,450 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #168.

Lodestone Wealth Management first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. The position peaked at $250K in Q3 2025. 127 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Lodestone Wealth Management held 2,450 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $248K as of Q2 2026.
  • Lodestone Wealth Management left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.09% of Lodestone Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Lodestone Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $250K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.