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Stonebridge Financial Group (Pennsylvania)’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1,576
Closed -$158K – 926
2025
Q1 		$158K Buy
+1,576
New +$159K 0.02% 239

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Corient Private Wealth
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BHWM
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Stonebridge Financial Group (Pennsylvania)'s VTES Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2025, closing a stake of 1,576 shares — an estimated $158K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in VTES in Q1 2025 and held it in 1 quarter. The position peaked at $158K in Q1 2025. 188 funds tracked by Wall St. Rank hold VTES as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,576 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2025, an estimated $158K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $158K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.