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 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 $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

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

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Silver Oak Advisory Group's VTES Position: Q1 2026 in Review

Silver Oak Advisory Group increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 8.8% in Q1 2026, buying an estimated $196K and bringing the position to 23,866 shares worth $2.41M. The position accounts for 1.04% of the portfolio, ranked #15.

Silver Oak Advisory Group first reported a position in VTES in Q3 2023 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Silver Oak Advisory Group held 23,866 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.41M as of Q1 2026.
Silver Oak Advisory Group bought 1,924 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $196K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 1.04% of Silver Oak Advisory Group's portfolio in Q1 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 11 quarters since.
280 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.