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 Q3	$7.84M	Buy	79,496 +8,484	+12%	+$852K	0.01%	723
2026 Q2	$7.19M	Sell	71,012 -24,616	-26%	-$2.49M	0.01%	756
2026 Q1	$9.7M	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

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $516M AUM 14.94% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Truist Financial's VTES Position: Q3 2026 in Review

Truist Financial increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 12% in Q3 2026, buying an estimated $852K and bringing the position to 79,496 shares worth $7.84M. The position accounts for 0.01% of the portfolio, ranked #723.

Truist Financial first reported a position in VTES in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.7M in Q1 2026. 163 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Truist Financial held 79,496 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $7.84M as of Q3 2026.
Truist Financial bought 8,484 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $852K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #723 holding.
Truist Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 8 quarters since.
Truist Financial's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $9.7M in Q1 2026.
163 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.