Thrive Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Thrive Wealth Management’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	$941K	Buy	9,540 +2,047	+27%	+$206K	0.12%	86
2026 Q2	$759K	Buy	7,493 +752	+11%	+$76.1K	0.1%	102
2026 Q1	$682K	Hold	6,741	–	–	0.1%	98
2025 Q4	$685K	Hold	6,741	–	–	0.1%	102
2025 Q3	$687K	Buy	6,741 +1,961	+41%	+$199K	0.1%	108
2025 Q2	$482K	Buy	+4,780	New	+$479K	0.08%	124

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

Thrive Wealth Management's VTES Position: Q3 2026 in Review

Thrive Wealth Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 27% in Q3 2026, buying an estimated $206K and bringing the position to 9,540 shares worth $941K. The position accounts for 0.12% of the portfolio, ranked #86.

Thrive Wealth Management first reported a position in VTES in Q2 2025 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Thrive Wealth Management held 9,540 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $941K as of Q3 2026.
Thrive Wealth Management bought 2,047 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $206K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.12% of Thrive Wealth Management's portfolio in Q3 2026, its #86 holding.
Thrive Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 6 quarters since.
77 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.