McIlrath & Eck’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

McIlrath & Eck’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	$592K	Buy	5,854 +2,263	+63%	+$231K	0.04%	131
2025 Q4	$365K	Buy	3,591 +567	+19%	+$57.6K	0.03%	108
2025 Q3	$308K	Buy	3,024 +102	+3%	+$10.4K	0.03%	111
2025 Q2	$295K	Sell	2,922 -728	-20%	-$72.9K	0.03%	109
2025 Q1	$367K	Buy	3,650 +276	+8%	+$27.8K	0.05%	94
2024 Q4	$338K	Buy	3,374 +2,111	+167%	+$213K	0.04%	93
2024 Q3	$128K	Buy	+1,263	New	+$127K	0.02%	160

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

McIlrath & Eck's VTES Position: Q1 2026 in Review

McIlrath & Eck increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 63% in Q1 2026, buying an estimated $231K and bringing the position to 5,854 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #131.

McIlrath & Eck first reported a position in VTES in Q3 2024 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

McIlrath & Eck held 5,854 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $592K as of Q1 2026.
McIlrath & Eck bought 2,263 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $231K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.04% of McIlrath & Eck's portfolio in Q1 2026, its #131 holding.
McIlrath & Eck first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
281 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.