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

Pillar Financial 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 Q3	$412K	Sell	4,183 -5,132	-55%	-$515K	0.23%	32
2026 Q2	$944K	Sell	9,315 -12,837	-58%	-$1.3M	0.49%	21
2026 Q1	$2.24M	Buy	22,152 +12,454	+128%	+$1.27M	1.31%	17
2025 Q4	$985K	Buy	9,698 +1,177	+14%	+$120K	0.59%	21
2025 Q3	$869K	Buy	8,521 +1,015	+14%	+$103K	0.55%	23
2025 Q2	$758K	Sell	7,506 -507	-6%	-$50.8K	0.52%	25
2025 Q1	$805K	Buy	8,013 +427	+6%	+$43K	0.6%	23
2024 Q4	$760K	Buy	+7,586	New	+$764K	0.58%	23

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $516M AUM 14.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pillar Financial Advisors's VTES Position: Q3 2026 in Review

Pillar Financial Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 55% in Q3 2026, selling an estimated $515K and leaving 4,183 shares worth $412K. The position accounts for 0.23% of the portfolio, ranked #32.

Pillar Financial Advisors first reported a position in VTES in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.24M in Q1 2026. 129 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Pillar Financial Advisors held 4,183 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $412K as of Q3 2026.
Pillar Financial Advisors sold 5,132 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $515K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.23% of Pillar Financial Advisors's portfolio in Q3 2026, its #32 holding.
Pillar Financial Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 8 quarters since.
Pillar Financial Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.24M in Q1 2026.
129 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Pillar Financial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.