Manuka Financial
VTES icon

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

Manuka Financial’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 		$667K Sell
6,769
-249
-4% -$25K 0.33% 34
2026
Q2 		$711K Buy
7,018
+871
+14% +$88.1K 0.37% 33
2026
Q1 		$622K Buy
6,147
+16
+0.3% +$1.63K 0.38% 31
2025
Q4 		$623K Buy
+6,131
New +$623K 0.39% 31

Other funds holding VTES

Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Berkshire Bank
Berkshire Bank Pittsfield, Massachusetts $516M AUM 14.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Waterway Wealth Management
Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Manuka Financial's VTES Position: Q3 2026 in Review

Manuka Financial reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 3.5% in Q3 2026, selling an estimated $25K and leaving 6,769 shares worth $667K. The position accounts for 0.33% of the portfolio, ranked #34.

Manuka Financial first reported a position in VTES in Q4 2025 and has held it in 4 quarters since. The position peaked at $711K in Q2 2026. 126 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Manuka Financial held 6,769 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $667K as of Q3 2026.
  • Manuka Financial sold 249 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $25K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.33% of Manuka Financial's portfolio in Q3 2026, its #34 holding.
  • Manuka Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Manuka Financial's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $711K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

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