MAI Capital Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

MAI Capital 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	–	Sell	-299	Closed	-$30.2K	–	4660
2026 Q1	$30.2K	Hold	299	–	–	﹤0.01%	2555
2025 Q4	$30.4K	Hold	299	–	–	﹤0.01%	2293
2025 Q3	$30.5K	Hold	299	–	–	﹤0.01%	2202
2025 Q2	$30.2K	Hold	299	–	–	﹤0.01%	2148
2025 Q1	$30.1K	Hold	299	–	–	﹤0.01%	1997
2024 Q4	$30K	Buy	+299	New	+$30.1K	﹤0.01%	2029

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

MAI Capital Management's VTES Position: Q2 2026 in Review

MAI Capital Management sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026, closing a stake of 299 shares — an estimated $30.2K sold.

MAI Capital Management first reported a position in VTES in Q4 2024 and held it in 6 quarters. The position peaked at $30.5K in Q3 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

MAI Capital Management reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 299 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $30.2K.
MAI Capital Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $30.5K in Q3 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.