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

Vermillion 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	$55K	Buy	543 +3	+0.6%	+$303	0.01%	579
2026 Q1	$54.6K	Buy	540 +3	+0.6%	+$306	0.02%	196
2025 Q4	$54.6K	Sell	537 -1,607	-75%	-$163K	0.02%	190
2025 Q3	$219K	Buy	2,144 +600	+39%	+$60.9K	0.06%	170
2025 Q2	$156K	Buy	1,544 +11	+0.7%	+$1.1K	0.07%	95
2025 Q1	$154K	Buy	1,533 +7	+0.5%	+$704	0.05%	236
2024 Q4	$153K	Buy	+1,526	New	+$154K	0.08%	99

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

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

Vermillion Wealth Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.56% in Q2 2026, buying an estimated $303 and bringing the position to 543 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #579.

Vermillion Wealth Management first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $219K in Q3 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Vermillion Wealth Management held 543 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $55K as of Q2 2026.
Vermillion Wealth Management bought 3 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $303.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #579 holding.
Vermillion Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $219K in Q3 2025.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.