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 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

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

Pillar Financial Advisors's VTES Position: Q2 2026 in Review

Pillar Financial Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 58% in Q2 2026, selling an estimated $1.3M and leaving 9,315 shares worth $944K. The position accounts for 0.49% of the portfolio, ranked #21.

Pillar Financial Advisors first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.24M in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Pillar Financial Advisors held 9,315 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $944K as of Q2 2026.
Pillar Financial Advisors sold 12,837 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.3M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.49% of Pillar Financial Advisors's portfolio in Q2 2026, its #21 holding.
Pillar Financial Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
Pillar Financial Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.24M in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Pillar Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.