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Strategic Investment Solutions’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Strategic Investment Solutions’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 		$149K Sell
1,472
-481
-25% -$48.7K 0.03% 172
2026
Q1 		$198K Buy
1,953
+1,737
+804% +$177K 0.05% 148
2025
Q4 		$22K Buy
+216
New +$21.9K 0.01% 310

Other funds holding VTES

Mercer Global Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Investment Solutions's VTES Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 25% in Q2 2026, selling an estimated $48.7K and leaving 1,472 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #172.

Strategic Investment Solutions first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $198K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Strategic Investment Solutions held 1,472 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $149K as of Q2 2026.
  • Strategic Investment Solutions sold 481 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $48.7K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.03% of Strategic Investment Solutions's portfolio in Q2 2026, its #172 holding.
  • Strategic Investment Solutions first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Investment Solutions's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $198K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.