PCM
VTES icon

Passive Capital Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Passive Capital Management’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 		$1.89M Sell
18,639
-5,586
-23% -$565K 0.59% 25
2026
Q1 		$2.45M Buy
24,225
+5,586
+30% +$570K 0.73% 21
2025
Q4 		$1.89M Buy
18,639
+1,433
+8% +$146K 0.59% 25
2025
Q3 		$1.75M Sell
17,206
-8,925
-34% -$906K 0.57% 26
2025
Q2 		$2.63M Buy
26,131
+957
+4% +$95.9K 0.82% 20
2025
Q1 		$2.53M Buy
25,174
+83
+0.3% +$8.35K 0.8% 21
2024
Q4 		$2.52M Buy
+25,091
New +$2.53M 0.89% 20

Other funds holding VTES

Mercer Global Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Passive Capital Management's VTES Position: Q2 2026 in Review

Passive Capital Management reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 23% in Q2 2026, selling an estimated $565K and leaving 18,639 shares worth $1.89M. The position accounts for 0.59% of the portfolio, ranked #25.

Passive Capital Management first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q2 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Passive Capital Management held 18,639 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.89M as of Q2 2026.
  • Passive Capital Management sold 5,586 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $565K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.59% of Passive Capital Management's portfolio in Q2 2026, its #25 holding.
  • Passive Capital Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Passive Capital Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.63M in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.