Siligmueller & Norvid Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025 Q3	–	Sell	-8,665	Closed	-$875K	–	222
2025 Q2	$875K	Buy	8,665 +5,745	+197%	+$575K	0.34%	49
2025 Q1	$293K	Hold	2,920	–	–	0.12%	82
2024 Q4	$293K	Buy	+2,920	New	+$294K	0.12%	81

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's VTES Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2025, closing a stake of 8,665 shares — an estimated $875K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in VTES in Q4 2024 and held it in 3 quarters. The position peaked at $875K in Q2 2025. 206 funds tracked by Wall St. Rank hold VTES as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 8,665 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2025, an estimated $875K.
Siligmueller & Norvid Wealth Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $875K in Q2 2025.
206 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.