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

Oxbow 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	$373K	Sell	3,680 -987	-21%	-$99.8K	0.03%	204
2026 Q1	$472K	Hold	4,667	–	–	0.04%	176
2025 Q4	$474K	Sell	4,667 -690	-13%	-$70.1K	0.04%	175
2025 Q3	$546K	Hold	5,357	–	–	0.05%	148
2025 Q2	$541K	Hold	5,357	–	–	0.06%	134
2025 Q1	$538K	Sell	5,357 -262	-5%	-$26.4K	0.06%	136
2024 Q4	$563K	Hold	5,619	–	–	0.07%	133
2024 Q3	$570K	Buy	+5,619	New	+$567K	0.06%	129

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

Oxbow Advisors's VTES Position: Q2 2026 in Review

Oxbow Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 21% in Q2 2026, selling an estimated $99.8K and leaving 3,680 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #204.

Oxbow Advisors first reported a position in VTES in Q3 2024 and has held it in 8 quarters since. The position peaked at $570K in Q3 2024. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Oxbow Advisors held 3,680 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $373K as of Q2 2026.
Oxbow Advisors sold 987 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $99.8K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.03% of Oxbow Advisors's portfolio in Q2 2026, its #204 holding.
Oxbow Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
Oxbow Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $570K in Q3 2024.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

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