SA
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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
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

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return