Mason Investment Advisory Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Mason Investment Advisory Services’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	$206K	Buy	2,032 +53	+3%	+$5.36K	0.01%	83
2026 Q1	$200K	Buy	1,979 +9	+0.5%	+$918	0.01%	78
2025 Q4	$200K	Buy	+1,970	New	+$200K	0.01%	79

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

Mason Investment Advisory Services's VTES Position: Q2 2026 in Review

Mason Investment Advisory Services increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2.7% in Q2 2026, buying an estimated $5.36K and bringing the position to 2,032 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #83.

Mason Investment Advisory Services first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Mason Investment Advisory Services held 2,032 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $206K as of Q2 2026.
Mason Investment Advisory Services bought 53 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $5.36K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #83 holding.
Mason Investment Advisory Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.