Truist Financial’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Truist Financial’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	$7.19M	Sell	71,012 -24,616	-26%	-$2.49M	0.01%	756
2026 Q1	$9.67M	Buy	95,628 +14,395	+18%	+$1.47M	0.01%	622
2025 Q4	$8.25M	Buy	81,233 +37,594	+86%	+$3.82M	0.01%	665
2025 Q3	$4.45M	Buy	43,639 +17,597	+68%	+$1.79M	0.01%	945
2025 Q2	$2.63M	Buy	26,042 +22,010	+546%	+$2.2M	﹤0.01%	1155
2025 Q1	$405K	Buy	4,032 +825	+26%	+$83K	﹤0.01%	1981
2024 Q4	$322K	Buy	+3,207	New	+$323K	﹤0.01%	2119

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

Truist Financial's VTES Position: Q2 2026 in Review

Truist Financial reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 26% in Q2 2026, selling an estimated $2.49M and leaving 71,012 shares worth $7.19M. The position accounts for 0.01% of the portfolio, ranked #756.

Truist Financial first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.67M in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Truist Financial held 71,012 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $7.19M as of Q2 2026.
Truist Financial sold 24,616 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.49M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #756 holding.
Truist Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
Truist Financial's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $9.67M in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.