TFF
VTES icon

The Family Firm’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-2,057
Closed -$207K – 200
2025
Q1 		$207K Buy
2,057
+10
+0.5% +$1.01K 0.05% 208
2024
Q4 		$205K Buy
2,047
+20
+1% +$2.02K 0.05% 207
2024
Q3 		$206K Buy
2,027
+15
+0.7% +$1.51K 0.05% 205
2024
Q2 		$201K Buy
+2,012
New +$201K 0.04% 194

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

The Family Firm's VTES Position: Q2 2025 in Review

The Family Firm sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2025, closing a stake of 2,057 shares — an estimated $207K sold.

The Family Firm first reported a position in VTES in Q2 2024 and held it in 4 quarters. The position peaked at $207K in Q1 2025. 188 funds tracked by Wall St. Rank hold VTES as of Q2 2025.

  • The Family Firm reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 2,057 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2025, an estimated $207K.
  • The Family Firm first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and held it in 4 quarters.
  • The Family Firm's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $207K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.