Silver Oak Advisory Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Silver Oak Advisory Group’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	$2.51M	Buy	24,804 +938	+4%	+$94.9K	0.99%	15
2026 Q1	$2.41M	Buy	23,866 +1,924	+9%	+$196K	1.04%	15
2025 Q4	$2.23M	Buy	21,942 +56	+0.3%	+$5.69K	1.01%	16
2025 Q3	$2.23M	Buy	21,886 +1,966	+10%	+$200K	1.01%	19
2025 Q2	$2.01M	Sell	19,920 -528	-3%	-$52.9K	0.97%	18
2025 Q1	$2.06M	Buy	20,448 +670	+3%	+$67.4K	1.09%	16
2024 Q4	$1.98M	Buy	19,778 +267	+1%	+$26.9K	1.05%	18
2024 Q3	$1.98M	Buy	19,511 +1,154	+6%	+$116K	1.01%	18
2024 Q2	$1.84M	Buy	18,357 +1,238	+7%	+$124K	1.02%	17
2024 Q1	$1.72M	Buy	17,119 +1,201	+8%	+$121K	0.97%	17
2023 Q4	$1.61M	Buy	15,918 +8,890	+126%	+$887K	0.95%	17
2023 Q3	$693K	Buy	+7,028	New	+$702K	0.45%	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

Silver Oak Advisory Group's VTES Position: Q2 2026 in Review

Silver Oak Advisory Group increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 3.9% in Q2 2026, buying an estimated $94.9K and bringing the position to 24,804 shares worth $2.51M. The position accounts for 0.99% of the portfolio, ranked #15.

Silver Oak Advisory Group first reported a position in VTES in Q3 2023 and has held it in 12 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Silver Oak Advisory Group held 24,804 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.51M as of Q2 2026.
Silver Oak Advisory Group bought 938 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $94.9K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.99% of Silver Oak Advisory Group's portfolio in Q2 2026, its #15 holding.
Silver Oak Advisory Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and has held it in 12 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.