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 Q3	$2.17M	Sell	22,003 -490	-2%	-$49.2K	2.08%	14
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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Surience Private Wealth's VTES Position: Q3 2026 in Review

Surience Private Wealth reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2.2% in Q3 2026, selling an estimated $49.2K and leaving 22,003 shares worth $2.17M. The position accounts for 2.08% of the portfolio, ranked #14.

Surience Private Wealth first reported a position in VTES in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.47M in Q1 2026. 75 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Surience Private Wealth held 22,003 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.17M as of Q3 2026.
Surience Private Wealth sold 490 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $49.2K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 2.08% of Surience Private Wealth's portfolio in Q3 2026, its #14 holding.
Surience Private Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
Surience Private Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.47M in Q1 2026.
75 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.