RF
VTES icon

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

Rossby Financial’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 		$79K Buy
780
+27
+4% +$2.73K 0.01% 586
2026
Q1 		$76.1K Buy
753
+343
+84% +$35K 0.02% 617
2025
Q4 		$41.6K Buy
410
+88
+27% +$8.94K 0.01% 585
2025
Q3 		$32.8K Buy
+322
New +$32.7K 0.01% 614

Other funds holding VTES

Mercer Global Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rossby Financial's VTES Position: Q2 2026 in Review

Rossby Financial increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 3.6% in Q2 2026, buying an estimated $2.73K and bringing the position to 780 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #586.

Rossby Financial first reported a position in VTES in Q3 2025 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Rossby Financial held 780 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $79K as of Q2 2026.
  • Rossby Financial bought 27 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.73K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #586 holding.
  • Rossby Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.