Single Point Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Single Point 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	$1.76M	Buy	17,369 +1,812	+12%	+$183K	0.31%	29
2026 Q1	$1.57M	Buy	15,557 +1,020	+7%	+$104K	0.31%	29
2025 Q4	$1.48M	Buy	14,537 +710	+5%	+$72.1K	0.29%	29
2025 Q3	$1.41M	Buy	13,827 +122	+0.9%	+$12.4K	0.29%	31
2025 Q2	$1.38M	Buy	13,705 +1,436	+12%	+$144K	0.3%	31
2025 Q1	$1.23M	Buy	12,269 +554	+5%	+$55.7K	0.29%	33
2024 Q4	$1.17M	Buy	+11,715	New	+$1.18M	0.27%	33
2024 Q2	–	Sell	-9,864	Closed	-$993K	–	76
2024 Q1	$993K	Buy	9,864 +207	+2%	+$20.9K	0.23%	38
2023 Q4	$979K	Buy	+9,657	New	+$963K	0.24%	38

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

Single Point Partners's VTES Position: Q2 2026 in Review

Single Point Partners increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 12% in Q2 2026, buying an estimated $183K and bringing the position to 17,369 shares worth $1.76M. The position accounts for 0.31% of the portfolio, ranked #29.

Single Point Partners first reported a position in VTES in Q4 2023 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Single Point Partners held 17,369 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.76M as of Q2 2026.
Single Point Partners bought 1,812 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $183K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.31% of Single Point Partners's portfolio in Q2 2026, its #29 holding.
Single Point Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 9 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.