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Savant Capital’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Savant Capital’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 		$18.3M Buy
181,064
+80,851
+81% +$8.18M 0.05% 202
2026
Q1 		$10.1M Sell
100,213
-6,118
-6% -$624K 0.05% 180
2025
Q4 		$10.8M Buy
106,331
+12,200
+13% +$1.24M 0.06% 167
2025
Q3 		$9.59M Buy
94,131
+53,640
+132% +$5.45M 0.06% 167
2025
Q2 		$4.09M Buy
40,491
+16,664
+70% +$1.67M 0.03% 235
2025
Q1 		$2.39M Buy
+23,827
New +$2.4M 0.02% 308

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Savant Capital's VTES Position: Q2 2026 in Review

Savant Capital increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 81% in Q2 2026, buying an estimated $8.18M and bringing the position to 181,064 shares worth $18.3M. The position accounts for 0.05% of the portfolio, ranked #202.

Savant Capital first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Savant Capital held 181,064 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $18.3M as of Q2 2026.
  • Savant Capital bought 80,851 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $8.18M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.05% of Savant Capital's portfolio in Q2 2026, its #202 holding.
  • Savant Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.