Signature Equity Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Signature Equity Partners’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	$86.1K	Sell	850 -1,514	-64%	-$153K	0.04%	328
2026 Q1	$239K	Buy	2,364 +1,473	+165%	+$150K	0.13%	158
2025 Q4	$90.6K	Buy	+891	New	+$90.5K	0.05%	288

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

Signature Equity Partners's VTES Position: Q2 2026 in Review

Signature Equity Partners reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 64% in Q2 2026, selling an estimated $153K and leaving 850 shares worth $86.1K. The position accounts for 0.04% of the portfolio, ranked #328.

Signature Equity Partners first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Signature Equity Partners held 850 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $86.1K as of Q2 2026.
Signature Equity Partners sold 1,514 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $153K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.04% of Signature Equity Partners's portfolio in Q2 2026, its #328 holding.
Signature Equity Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $239K in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.