MWM
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McNaughton Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

McNaughton Wealth Management’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 		$1.36M Buy
13,472
+8,516
+172% +$861K 0.48% 51
2026
Q1 		$501K Buy
4,956
+2,111
+74% +$215K 0.21% 60
2025
Q4 		$289K Buy
+2,845
New +$289K 0.12% 64

Other funds holding VTES

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

McNaughton Wealth Management's VTES Position: Q2 2026 in Review

McNaughton Wealth Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 172% in Q2 2026, buying an estimated $861K and bringing the position to 13,472 shares worth $1.36M. The position accounts for 0.48% of the portfolio, ranked #51.

McNaughton Wealth Management first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • McNaughton Wealth Management held 13,472 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.36M as of Q2 2026.
  • McNaughton Wealth Management bought 8,516 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $861K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.48% of McNaughton Wealth Management's portfolio in Q2 2026, its #51 holding.
  • McNaughton Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.