Stifel Financial’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Stifel Financial’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	$2.06M	Sell	20,328 -641	-3%	-$64.8K	﹤0.01%	2054
2026 Q1	$2.12M	Sell	20,969 -8,912	-30%	-$909K	﹤0.01%	1926
2025 Q4	$3.04M	Buy	29,881 +12,828	+75%	+$1.3M	﹤0.01%	1633
2025 Q3	$1.74M	Buy	17,053 +13,717	+411%	+$1.39M	﹤0.01%	2006
2025 Q2	$337K	Buy	+3,336	New	+$334K	﹤0.01%	2984
2025 Q1	–	Sell	-9,131	Closed	-$915K	–	3555
2024 Q4	$915K	Buy	+9,131	New	+$920K	﹤0.01%	2305

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

Stifel Financial's VTES Position: Q2 2026 in Review

Stifel Financial reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 3.1% in Q2 2026, selling an estimated $64.8K and leaving 20,328 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Stifel Financial first reported a position in VTES in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.04M in Q4 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Stifel Financial held 20,328 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.06M as of Q2 2026.
Stifel Financial sold 641 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $64.8K.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2054 holding.
Stifel Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
Stifel Financial's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $3.04M in Q4 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.