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

Per Stirling 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	$1.22M	Buy	12,072 +969	+9%	+$98K	0.12%	135
2026 Q1	$1.12M	Buy	11,103 +1,995	+22%	+$203K	0.12%	128
2025 Q4	$925K	Buy	9,108 +2,816	+45%	+$286K	0.1%	128
2025 Q3	$641K	Hold	6,292	–	–	0.08%	155
2025 Q2	$635K	Buy	6,292 +102	+2%	+$10.2K	0.08%	146
2025 Q1	$622K	Buy	6,190 +2,205	+55%	+$222K	0.09%	147
2024 Q4	$399K	Buy	+3,985	New	+$401K	0.06%	188

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

Per Stirling Capital Management's VTES Position: Q2 2026 in Review

Per Stirling Capital Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 8.7% in Q2 2026, buying an estimated $98K and bringing the position to 12,072 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #135.

Per Stirling Capital Management 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.

Per Stirling Capital Management held 12,072 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.22M as of Q2 2026.
Per Stirling Capital Management bought 969 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $98K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.12% of Per Stirling Capital Management's portfolio in Q2 2026, its #135 holding.
Per Stirling 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.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.