Schiavi & Co’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Schiavi & Co’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	$554K	Buy	+5,468	New	+$553K	0.15%	26

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

Schiavi & Co's VTES Position: Q2 2026 in Review

Schiavi & Co opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 5,468 shares worth $554K. The stake represents 0.15% of the portfolio and ranks #26 among its holdings.

299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Schiavi & Co held 5,468 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $554K as of Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Schiavi & Co position in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.15% of Schiavi & Co's portfolio in Q2 2026, its #26 holding.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.