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 Q3	–	Sell	-543	Closed	-$55K	–	964
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

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vermillion Wealth Management's VTES Position: Q3 2026 in Review

Vermillion Wealth Management sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026, closing a stake of 543 shares — an estimated $55K sold.

Vermillion Wealth Management first reported a position in VTES in Q4 2024 and held it in 7 quarters. The position peaked at $219K in Q3 2025. 126 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Vermillion Wealth Management reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q3 2026 after selling out during the quarter.
Vermillion Wealth Management sold 543 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $55K.
Vermillion Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 7 quarters.
Vermillion Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $219K in Q3 2025.
126 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Vermillion Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.