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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$16.9K Buy
167
+1
+0.6% +$101 ﹤0.01% 321
2026
Q1 		$16.8K Buy
166
+1
+0.6% +$102 ﹤0.01% 298
2025
Q4 		$16.8K Buy
+165
New +$16.8K ﹤0.01% 294

Other funds holding VTES

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VTES Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.6% in Q2 2026, buying an estimated $101 and bringing the position to 167 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 167 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $16.9K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 Vanguard Short-Term Tax-Exempt Bond ETF share in Q2 2026, an estimated $101.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #321 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.