Midwestern Financial’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Midwestern Financial’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	$305K	Buy	3,006 +20	+0.7%	+$2.02K	0.21%	50
2026 Q1	$302K	Buy	2,986 +13	+0.4%	+$1.33K	0.24%	49
2025 Q4	$302K	Buy	2,973 +27	+0.9%	+$2.74K	0.25%	49
2025 Q3	$300K	Buy	2,946 +21	+0.7%	+$2.13K	0.26%	49
2025 Q2	$295K	Buy	+2,925	New	+$293K	0.28%	49

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

Midwestern Financial's VTES Position: Q2 2026 in Review

Midwestern Financial increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.67% in Q2 2026, buying an estimated $2.02K and bringing the position to 3,006 shares worth $305K. The position accounts for 0.21% of the portfolio, ranked #50.

Midwestern Financial first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Midwestern Financial held 3,006 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $305K as of Q2 2026.
Midwestern Financial bought 20 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.02K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.21% of Midwestern Financial's portfolio in Q2 2026, its #50 holding.
Midwestern Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.