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 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 $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mason Investment Advisory Services's VTES Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.46% in Q1 2026, buying an estimated $918 and bringing the position to 1,979 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #78.

Mason Investment Advisory Services first reported a position in VTES in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Mason Investment Advisory Services held 1,979 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $200K as of Q1 2026.
Mason Investment Advisory Services bought 9 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $918.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q1 2026, its #78 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 2 quarters since.
280 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.