Members Wealth’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Members Wealth’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	$308K	Buy	+3,126	New	+$314K	0.15%	93

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $516M AUM 14.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Members Wealth's VTES Position: Q3 2026 in Review

Members Wealth opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 3,126 shares worth $308K. The stake represents 0.15% of the portfolio and ranks #93 among its holdings.

126 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Members Wealth held 3,126 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $308K as of Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Members Wealth position in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.15% of Members Wealth's portfolio in Q3 2026, its #93 holding.
126 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.