PrairieView Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

PrairieView Partners’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
2025 Q2	$2.98M	Sell	29,572 -11,296	-28%	-$1.13M	0.29%	39
2025 Q1	$4.11M	Buy	40,868 +13,778	+51%	+$1.39M	0.43%	30
2024 Q4	$2.71M	Buy	27,090 +1,181	+5%	+$119K	0.28%	40
2024 Q3	$2.63M	Buy	25,909 +22,026	+567%	+$2.22M	0.27%	47
2024 Q2	$388K	Hold	3,883	–	–	0.04%	104
2024 Q1	$392K	Hold	3,883	–	–	0.05%	88
2023 Q4	$394K	Buy	3,883 +3,877	+64,617%	+$387K	0.05%	88
2023 Q3	$0	Buy	6 +1	+20%	+$100	﹤0.01%	472
2023 Q2	$0	Hold	5	–	–	﹤0.01%	480
2023 Q1	$0	Buy	+5	New	+$506	﹤0.01%	505

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BHWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

PrairieView Partners's VTES Position: Q2 2025 in Review

PrairieView Partners reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 28% in Q2 2025, selling an estimated $1.13M and leaving 29,572 shares worth $2.98M. The position accounts for 0.29% of the portfolio, ranked #39.

PrairieView Partners first reported a position in VTES in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.11M in Q1 2025. 188 funds tracked by Wall St. Rank hold VTES as of Q2 2025.

PrairieView Partners held 29,572 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.98M as of Q2 2025.
PrairieView Partners sold 11,296 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2025, an estimated $1.13M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.29% of PrairieView Partners's portfolio in Q2 2025, its #39 holding.
PrairieView Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2023 and has held it in 10 quarters since.
PrairieView Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $4.11M in Q1 2025.
188 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.