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

Waterway 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	$6.43M	Buy	+65,207	New	+$6.55M	1.22%	20

Other funds holding VTES

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.36B AUM 14.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Waterway Wealth Management opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 65,207 shares worth $6.43M. The stake represents 1.22% of the portfolio and ranks #20 among its holdings.

258 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Waterway Wealth Management held 65,207 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $6.43M as of Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Waterway Wealth Management position in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 1.22% of Waterway Wealth Management's portfolio in Q3 2026, its #20 holding.
258 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Waterway Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.