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Rockbridge Investment Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Rockbridge Investment Management’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
Q1 		$714K Hold
7,062
– – 0.06% 79
2025
Q4 		$717K Buy
7,062
+2,553
+57% +$259K 0.07% 78
2025
Q3 		$460K Buy
+4,509
New +$458K 0.05% 93

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockbridge Investment Management's VTES Position: Q1 2026 in Review

Rockbridge Investment Management held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q1 2026 at 7,062 shares worth $714K. The position accounts for 0.06% of the portfolio, ranked #79.

Rockbridge Investment Management first reported a position in VTES in Q3 2025 and has held it in 3 quarters since. The position peaked at $717K in Q4 2025. 281 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Rockbridge Investment Management held 7,062 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $714K as of Q1 2026.
  • Rockbridge Investment Management left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.06% of Rockbridge Investment Management's portfolio in Q1 2026, its #79 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockbridge Investment Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $717K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.