Savvy Advisors Inc’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Savvy Advisors Inc’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	$902K	Buy	8,902 +805	+10%	+$81.4K	0.02%	553
2026 Q1	$819K	Buy	8,097 +205	+3%	+$20.9K	0.02%	487
2025 Q4	$802K	Sell	7,892 -1,400	-15%	-$142K	0.03%	417
2025 Q3	$947K	Hold	9,292	–	–	0.04%	277
2025 Q2	$938K	Hold	9,292	–	–	0.06%	228
2025 Q1	$934K	Hold	9,292	–	–	0.09%	176
2024 Q4	$932K	Hold	9,292	–	–	0.11%	152
2024 Q3	$942K	Buy	9,292 +400	+4%	+$40.3K	0.19%	110
2024 Q2	$890K	Buy	+8,892	New	+$889K	0.29%	82

Other funds holding VTES

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savvy Advisors Inc's VTES Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 9.9% in Q2 2026, buying an estimated $81.4K and bringing the position to 8,902 shares worth $902K. The position accounts for 0.02% of the portfolio, ranked #553.

Savvy Advisors Inc first reported a position in VTES in Q2 2024 and has held it in 9 quarters since. The position peaked at $947K in Q3 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Savvy Advisors Inc held 8,902 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $902K as of Q2 2026.
Savvy Advisors Inc bought 805 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $81.4K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #553 holding.
Savvy Advisors Inc first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
Savvy Advisors Inc's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $947K in Q3 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.