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 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 $1.15B AUM 21.11% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

GPW

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Thrive Wealth Management's VTES Position: Q2 2026 in Review

Thrive Wealth Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 11% in Q2 2026, buying an estimated $76.1K and bringing the position to 7,493 shares worth $759K. The position accounts for 0.1% of the portfolio, ranked #102.

Thrive Wealth Management first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Thrive Wealth Management held 7,493 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $759K as of Q2 2026.
Thrive Wealth Management bought 752 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $76.1K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.1% of Thrive Wealth Management's portfolio in Q2 2026, its #102 holding.
Thrive Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
54 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.