TAGStone Capital’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

TAGStone Capital’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	$551K	Sell	5,443 -440	-7%	-$44.5K	0.18%	86
2026 Q1	$595K	Sell	5,883 -4,490	-43%	-$458K	0.21%	79
2025 Q4	$1.05M	Sell	10,373 -765	-7%	-$77.7K	0.39%	50
2025 Q3	$1.14M	Sell	11,138 -3,126	-22%	-$317K	0.45%	47
2025 Q2	$1.45M	Sell	14,264 -11,312	-44%	-$1.13M	0.6%	36
2025 Q1	$2.57M	Buy	+25,576	New	+$2.57M	1.26%	23

Other funds holding VTES

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAGStone Capital's VTES Position: Q2 2026 in Review

TAGStone Capital reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 7.5% in Q2 2026, selling an estimated $44.5K and leaving 5,443 shares worth $551K. The position accounts for 0.18% of the portfolio, ranked #86.

TAGStone Capital first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.57M in Q1 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

TAGStone Capital held 5,443 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $551K as of Q2 2026.
TAGStone Capital sold 440 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $44.5K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.18% of TAGStone Capital's portfolio in Q2 2026, its #86 holding.
TAGStone Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
TAGStone Capital's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.57M in Q1 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.