Ritter Daniher Financial Advisory’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Ritter Daniher Financial Advisory’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	$309K	Buy	3,050 +600	+24%	+$60.7K	0.05%	137
2026 Q1	$248K	Hold	2,450	–	–	0.04%	146
2025 Q4	$249K	Hold	2,450	–	–	0.04%	150
2025 Q3	$250K	Hold	2,450	–	–	0.04%	143
2025 Q2	$247K	Hold	2,450	–	–	0.06%	86
2025 Q1	$246K	Hold	2,450	–	–	0.07%	81
2024 Q4	$246K	Hold	2,450	–	–	0.07%	77
2024 Q3	$248K	Hold	2,450	–	–	0.07%	75
2024 Q2	$245K	Hold	2,450	–	–	0.08%	69
2024 Q1	$247K	Hold	2,450	–	–	0.08%	71
2023 Q4	$248K	Buy	+2,450	New	+$244K	0.09%	69

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

Ritter Daniher Financial Advisory's VTES Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 24% in Q2 2026, buying an estimated $60.7K and bringing the position to 3,050 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #137.

Ritter Daniher Financial Advisory first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Ritter Daniher Financial Advisory held 3,050 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $309K as of Q2 2026.
Ritter Daniher Financial Advisory bought 600 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $60.7K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.05% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #137 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.