Stonebridge Capital Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Stonebridge Capital Advisors’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	$9.55M	Buy	94,224 +4,218	+5%	+$427K	0.61%	50
2026 Q1	$9.1M	Sell	90,006 -1,909	-2%	-$195K	0.64%	52
2025 Q4	$9.34M	Buy	91,915 +7,078	+8%	+$719K	0.65%	51
2025 Q3	$8.65M	Buy	84,837 +4,996	+6%	+$507K	0.62%	51
2025 Q2	$8.06M	Buy	79,841 +3,196	+4%	+$320K	0.61%	53
2025 Q1	$7.7M	Buy	76,645 +4,832	+7%	+$486K	0.63%	53
2024 Q4	$7.2M	Buy	71,813 +2,666	+4%	+$269K	0.58%	51
2024 Q3	$7.01M	Buy	69,147 +6,381	+10%	+$643K	0.57%	52
2024 Q2	$6.28M	Buy	62,766 +25,026	+66%	+$2.5M	0.55%	53
2024 Q1	$3.8M	Buy	+37,740	New	+$3.81M	0.34%	65

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

Stonebridge Capital Advisors's VTES Position: Q2 2026 in Review

Stonebridge Capital Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 4.7% in Q2 2026, buying an estimated $427K and bringing the position to 94,224 shares worth $9.55M. The position accounts for 0.61% of the portfolio, ranked #50.

Stonebridge Capital Advisors first reported a position in VTES in Q1 2024 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Stonebridge Capital Advisors held 94,224 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $9.55M as of Q2 2026.
Stonebridge Capital Advisors bought 4,218 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $427K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.61% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #50 holding.
Stonebridge Capital Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 10 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.