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Surience Private Wealth’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Surience Private Wealth’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 		$2.28M Sell
22,493
-1,922
-8% -$194K 2% 20
2026
Q1 		$2.47M Buy
24,415
+21,063
+628% +$2.15M 2.65% 12
2025
Q4 		$340K Buy
+3,352
New +$340K 0.37% 24

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

Surience Private Wealth's VTES Position: Q2 2026 in Review

Surience Private Wealth reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 7.9% in Q2 2026, selling an estimated $194K and leaving 22,493 shares worth $2.28M. The position accounts for 2% of the portfolio, ranked #20.

Surience Private Wealth first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.47M in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Surience Private Wealth held 22,493 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.28M as of Q2 2026.
  • Surience Private Wealth sold 1,922 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 2% of Surience Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Surience Private Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Surience Private Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.47M in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.