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

SCS Capital Management’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	$240K	Hold	2,368	–	–	﹤0.01%	446
2026 Q1	$239K	Buy	+2,368	New	+$242K	﹤0.01%	434
2025 Q3	–	Sell	-2,080	Closed	-$210K	–	574
2025 Q2	$210K	Sell	2,080 -692	-25%	-$69.3K	﹤0.01%	522
2025 Q1	$279K	Buy	+2,772	New	+$279K	﹤0.01%	442

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

SCS Capital Management's VTES Position: Q2 2026 in Review

SCS Capital Management held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 2,368 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

SCS Capital Management first reported a position in VTES in Q1 2025 and has held it in 4 quarters since. The position peaked at $279K in Q1 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

SCS Capital Management held 2,368 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $240K as of Q2 2026.
SCS Capital Management left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #446 holding.
SCS Capital Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 4 quarters since.
SCS Capital Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $279K in Q1 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.