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

Stone Summit Wealth’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	$547K	Buy	5,409 +58	+1%	+$5.92K	0.15%	89
2025 Q4	$544K	Buy	5,351 +1,509	+39%	+$153K	0.15%	91
2025 Q3	$392K	Sell	3,842 -1,117	-23%	-$113K	0.11%	108
2025 Q2	$501K	Buy	4,959 +619	+14%	+$62K	0.16%	101
2025 Q1	$436K	Sell	4,340 -1,333	-23%	-$134K	0.15%	105
2024 Q4	$569K	Sell	5,673 -119	-2%	-$12K	0.19%	88
2024 Q3	$587K	Sell	5,792 -237	-4%	-$23.9K	0.19%	90
2024 Q2	$603K	Sell	6,029 -823	-12%	-$82.3K	0.22%	84
2024 Q1	$690K	Sell	6,852 -20	-0.3%	-$2.02K	0.24%	83
2023 Q4	$697K	Buy	6,872 +2,919	+74%	+$291K	0.27%	82
2023 Q3	$390K	Buy	3,953 +1,373	+53%	+$137K	0.17%	108
2023 Q2	$259K	Buy	+2,580	New	+$260K	0.11%	126

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

Stone Summit Wealth's VTES Position: Q1 2026 in Review

Stone Summit Wealth increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 1.1% in Q1 2026, buying an estimated $5.92K and bringing the position to 5,409 shares worth $547K. The position accounts for 0.15% of the portfolio, ranked #89.

Stone Summit Wealth first reported a position in VTES in Q2 2023 and has held it in 12 quarters since. The position peaked at $697K in Q4 2023. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Stone Summit Wealth held 5,409 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $547K as of Q1 2026.
Stone Summit Wealth bought 58 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $5.92K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.15% of Stone Summit Wealth's portfolio in Q1 2026, its #89 holding.
Stone Summit Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and has held it in 12 quarters since.
Stone Summit Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $697K in Q4 2023.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.