Stone Loft Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Stone Loft Wealth Management’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	$830K	Sell	8,221 -279	-3%	-$28.2K	0.47%	21
2026 Q1	$860K	Buy	8,500 +4,546	+115%	+$464K	0.61%	20
2025 Q4	$402K	Buy	+3,954	New	+$402K	0.38%	17

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

Stone Loft Wealth Management's VTES Position: Q2 2026 in Review

Stone Loft Wealth Management reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 3.3% in Q2 2026, selling an estimated $28.2K and leaving 8,221 shares worth $830K. The position accounts for 0.47% of the portfolio, ranked #21.

Stone Loft Wealth Management first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $860K in Q1 2026. 298 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Stone Loft Wealth Management held 8,221 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $830K as of Q2 2026.
Stone Loft Wealth Management sold 279 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $28.2K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.47% of Stone Loft Wealth Management's portfolio in Q2 2026, its #21 holding.
Stone Loft Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
Stone Loft Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $860K in Q1 2026.
298 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Stone Loft Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.