NewEdge Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

NewEdge Advisors’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	$3.49M	Buy	34,423 +5,031	+17%	+$509K	0.01%	929
2026 Q1	$2.97M	Buy	29,392 +14,382	+96%	+$1.47M	0.01%	910
2025 Q4	$1.52M	Buy	15,010 +1,027	+7%	+$104K	0.01%	1213
2025 Q3	$1.43M	Buy	13,983 +815	+6%	+$82.8K	0.01%	1197
2025 Q2	$1.33M	Buy	13,168 +7,233	+122%	+$725K	0.01%	1128
2025 Q1	$597K	Buy	5,935 +3,291	+124%	+$331K	﹤0.01%	1488
2024 Q4	$265K	Buy	+2,644	New	+$266K	﹤0.01%	1945

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

NewEdge Advisors's VTES Position: Q2 2026 in Review

NewEdge Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 17% in Q2 2026, buying an estimated $509K and bringing the position to 34,423 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #929.

NewEdge Advisors first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

NewEdge Advisors held 34,423 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $3.49M as of Q2 2026.
NewEdge Advisors bought 5,031 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $509K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #929 holding.
NewEdge Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.