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

Sunesis 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 Q3	–	Sell	-18,511	Closed	-$1.88M	–	64
2026 Q2	$1.88M	Buy	18,511 +7,837	+73%	+$793K	0.78%	20
2026 Q1	$1.08M	Hold	10,674	–	–	0.49%	24
2025 Q4	$1.08M	Hold	10,674	–	–	0.49%	26
2025 Q3	$1.09M	Buy	+10,674	New	+$1.08M	0.51%	25
2025 Q1	$1.2M	Hold	11,984	–	–	0.65%	22
2024 Q4	$1.2M	Hold	11,984	–	–	0.73%	19
2024 Q3	$1.22M	Hold	11,984	–	–	0.73%	20
2024 Q2	$1.2M	Hold	11,984	–	–	0.71%	22
2024 Q1	$1.21M	Hold	11,984	–	–	0.71%	24
2023 Q4	$1.22M	Buy	+11,984	New	+$1.2M	0.74%	25

Other funds holding VTES

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.36B AUM 14.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return

Sunesis Advisors's VTES Position: Q3 2026 in Review

Sunesis Advisors sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026, closing a stake of 18,511 shares — an estimated $1.88M sold.

Sunesis Advisors first reported a position in VTES in Q4 2023 and held it in 10 quarters. The position peaked at $1.88M in Q2 2026. 297 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Sunesis Advisors reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q3 2026 after selling out during the quarter.
Sunesis Advisors sold 18,511 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1.88M.
Sunesis Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and held it in 10 quarters.
Sunesis Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.88M in Q2 2026.
297 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.