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

OneDigital Investment 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	$1.42M	Buy	14,042 +75	+0.5%	+$7.59K	0.01%	615
2026 Q1	$1.41M	Buy	13,967 +51	+0.4%	+$5.2K	0.01%	574
2025 Q4	$1.41M	Buy	13,916 +339	+2%	+$34.4K	0.01%	568
2025 Q3	$1.38M	Buy	13,577 +278	+2%	+$28.2K	0.01%	546
2025 Q2	$1.34M	Buy	13,299 +9,426	+243%	+$944K	0.01%	547
2025 Q1	$389K	Buy	3,873 +317	+9%	+$31.9K	﹤0.01%	964
2024 Q4	$357K	Sell	3,556 -565	-14%	-$56.9K	﹤0.01%	1044
2024 Q3	$418K	Buy	4,121 +376	+10%	+$37.9K	﹤0.01%	1009
2024 Q2	$375K	Buy	3,745 +226	+6%	+$22.6K	﹤0.01%	1007
2024 Q1	$354K	Buy	3,519 +67	+2%	+$6.76K	0.01%	855
2023 Q4	$350K	Buy	+3,452	New	+$344K	0.01%	857

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

OneDigital Investment Advisors's VTES Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.54% in Q2 2026, buying an estimated $7.59K and bringing the position to 14,042 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #615.

OneDigital Investment Advisors first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

OneDigital Investment Advisors held 14,042 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.42M as of Q2 2026.
OneDigital Investment Advisors bought 75 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $7.59K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #615 holding.
OneDigital Investment Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.