Watchman Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Watchman Group’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
2025 Q1	–	Sell	-5,011	Closed	-$502K	–	89
2024 Q4	$502K	Buy	5,011 +130	+3%	+$13.1K	0.13%	59
2024 Q3	$495K	Sell	4,881 -3,850	-44%	-$388K	0.13%	58
2024 Q2	$874K	Buy	8,731 +706	+9%	+$70.6K	0.28%	51
2024 Q1	$808K	Buy	8,025 +669	+9%	+$67.6K	0.24%	53
2023 Q4	$746K	Buy	7,356 +320	+5%	+$31.9K	0.25%	52
2023 Q3	$694K	Buy	7,036 +111	+2%	+$11.1K	0.3%	48
2023 Q2	$696K	Buy	+6,925	New	+$697K	0.34%	44

Other funds holding VTES

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Watchman Group's VTES Position: Q1 2025 in Review

Watchman Group sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2025, closing a stake of 5,011 shares — an estimated $502K sold.

Watchman Group first reported a position in VTES in Q2 2023 and held it in 7 quarters. The position peaked at $874K in Q2 2024. 155 funds tracked by Wall St. Rank hold VTES as of Q1 2025.

Watchman Group reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q1 2025 after selling out during the quarter.
Watchman Group sold 5,011 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2025, an estimated $502K.
Watchman Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and held it in 7 quarters.
Watchman Group's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $874K in Q2 2024.
155 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2025.

Based on Watchman Group's 13F filing for Q1 2025, filed 13 May 2025.