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S.A. Mason’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

S.A. Mason’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 		$10M Buy
100,969
+8,544
+9% +$858K 2.92% 6
2026
Q2 		$9.36M Buy
92,425
+39,555
+75% +$4M 2.88% 6
2026
Q1 		$5.35M Buy
52,870
+26,264
+99% +$2.68M 2.01% 12
2025
Q4 		$2.7M Buy
+26,606
New +$2.7M 1.07% 21

Other funds holding VTES

Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

S.A. Mason's VTES Position: Q3 2026 in Review

S.A. Mason increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 9.2% in Q3 2026, buying an estimated $858K and bringing the position to 100,969 shares worth $10M. The position accounts for 2.92% of the portfolio, ranked #6.

S.A. Mason first reported a position in VTES in Q4 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • S.A. Mason held 100,969 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $10M as of Q3 2026.
  • S.A. Mason bought 8,544 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $858K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 2.92% of S.A. Mason's portfolio in Q3 2026, its #6 holding.
  • S.A. Mason first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.