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

Topsail 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
Q1 		$5.17M Buy
51,107
+2
+0% +$204 0.76% 17
2025
Q4 		$5.19M Buy
51,105
+3
+0% +$305 0.76% 17
2025
Q3 		$5.21M Buy
51,102
+2
+0% +$203 0.88% 17
2025
Q2 		$5.16M Buy
+51,100
New +$5.12M 0.94% 16

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 $1.14B AUM 16.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Topsail Wealth Management's VTES Position: Q1 2026 in Review

Topsail Wealth Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0% in Q1 2026, buying an estimated $204 and bringing the position to 51,107 shares worth $5.17M. The position accounts for 0.76% of the portfolio, ranked #17.

Topsail Wealth Management first reported a position in VTES in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.21M in Q3 2025. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Topsail Wealth Management held 51,107 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $5.17M as of Q1 2026.
  • Topsail Wealth Management bought 2 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $204.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.76% of Topsail Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Topsail Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Topsail Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $5.21M in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.