Mann Financial Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Mann Financial Group’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 Q3	$2.01M	Buy	+20,365	New	+$2.04M	1.6%	11

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Mann Financial Group's VTES Position: Q3 2026 in Review

Mann Financial Group opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 20,365 shares worth $2.01M. The stake represents 1.6% of the portfolio and ranks #11 among its holdings.

57 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Mann Financial Group held 20,365 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.01M as of Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Mann Financial Group position in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 1.6% of Mann Financial Group's portfolio in Q3 2026, its #11 holding.
57 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Mann Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.