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

Root Financial 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
2026 Q3	$700K	Buy	+7,095	New	+$712K	0.02%	180
2026 Q2	–	Sell	-975	Closed	-$98.6K	–	3130
2026 Q1	$98.6K	Sell	975 -1,510	-61%	-$154K	﹤0.01%	567
2025 Q4	$252K	Sell	2,485 -320	-11%	-$32.5K	0.01%	254
2025 Q3	$286K	Hold	2,805	–	–	0.02%	219
2025 Q2	$283K	Buy	+2,805	New	+$281K	0.03%	190

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

Root Financial Partners's VTES Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 7,095 shares worth $700K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VTES as recently as Q1 2026.

Root Financial Partners first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Root Financial Partners held 7,095 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $700K as of Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #180 holding.
Root Financial Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
126 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

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