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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
Q3 		$413K Sell
4,193
-1,083
-21% -$109K 0.11% 101
2026
Q2 		$535K Sell
5,276
-133
-2% -$13.5K 0.14% 95
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

Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stone Summit Wealth's VTES Position: Q3 2026 in Review

Stone Summit Wealth reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 21% in Q3 2026, selling an estimated $109K and leaving 4,193 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #101.

Stone Summit Wealth first reported a position in VTES in Q2 2023 and has held it in 14 quarters since. The position peaked at $697K in Q4 2023. 64 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Stone Summit Wealth held 4,193 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $413K as of Q3 2026.
  • Stone Summit Wealth sold 1,083 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $109K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.11% of Stone Summit Wealth's portfolio in Q3 2026, its #101 holding.
  • Stone Summit Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Stone Summit Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $697K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.