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 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

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 Summit Wealth's VTES Position: Q2 2026 in Review

Stone Summit Wealth reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2.5% in Q2 2026, selling an estimated $13.5K and leaving 5,276 shares worth $535K. The position accounts for 0.14% of the portfolio, ranked #95.

Stone Summit Wealth first reported a position in VTES in Q2 2023 and has held it in 13 quarters since. The position peaked at $697K in Q4 2023. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Stone Summit Wealth held 5,276 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $535K as of Q2 2026.
Stone Summit Wealth sold 133 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $13.5K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.14% of Stone Summit Wealth's portfolio in Q2 2026, its #95 holding.
Stone Summit Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and has held it in 13 quarters since.
Stone Summit Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $697K in Q4 2023.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.