VSM Wealth Advisory’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

VSM Wealth Advisory’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	–	Sell	-7,229	Closed	-$731K	–	521
2026 Q1	$731K	Buy	7,229 +610	+9%	+$62.2K	0.22%	45
2025 Q4	$672K	Buy	6,619 +454	+7%	+$46.1K	0.2%	47
2025 Q3	$628K	Buy	6,165 +1,197	+24%	+$122K	0.2%	45
2025 Q2	$501K	Buy	4,968 +1,474	+42%	+$148K	0.17%	56
2025 Q1	$351K	Buy	3,494 +335	+11%	+$33.7K	0.13%	63
2024 Q4	$317K	Buy	+3,159	New	+$318K	0.11%	68

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

VSM Wealth Advisory's VTES Position: Q2 2026 in Review

VSM Wealth Advisory sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026, closing a stake of 7,229 shares — an estimated $731K sold.

VSM Wealth Advisory first reported a position in VTES in Q4 2024 and held it in 6 quarters. The position peaked at $731K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

VSM Wealth Advisory reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
VSM Wealth Advisory sold 7,229 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $731K.
VSM Wealth Advisory first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 6 quarters.
VSM Wealth Advisory's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $731K in Q1 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.