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

Physician Wealth 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	$38.2K	Hold	377	–	–	﹤0.01%	492
2026 Q1	$38.1K	Hold	377	–	–	0.01%	458
2025 Q4	$38.3K	Hold	377	–	–	0.01%	436
2025 Q3	$38.4K	Buy	377 +17	+5%	+$1.73K	0.01%	422
2025 Q2	$36.3K	Buy	360 +163	+83%	+$16.3K	0.01%	393
2025 Q1	$19.8K	Hold	197	–	–	﹤0.01%	490
2024 Q4	$19.8K	Buy	+197	New	+$19.8K	﹤0.01%	513

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

GPW

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Physician Wealth Advisors's VTES Position: Q2 2026 in Review

Physician Wealth Advisors held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 377 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Physician Wealth Advisors first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.4K in Q3 2025. 62 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Physician Wealth Advisors held 377 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $38.2K as of Q2 2026.
Physician Wealth Advisors left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #492 holding.
Physician Wealth Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $38.4K in Q3 2025.
62 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.