Waverly Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Waverly Advisors’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	$1.35M	Buy	13,293 +150	+1%	+$15.2K	0.01%	805
2026 Q1	$1.33M	Buy	13,143 +3,600	+38%	+$367K	0.01%	743
2025 Q4	$969K	Sell	9,543 -38	-0.4%	-$3.86K	0.01%	776
2025 Q3	$977K	Buy	9,581 +2,301	+32%	+$234K	0.01%	647
2025 Q2	$735K	Buy	7,280 +1,615	+29%	+$162K	0.01%	693
2025 Q1	$569K	Sell	5,665 -75	-1%	-$7.54K	0.01%	736
2024 Q4	$575K	Buy	+5,740	New	+$578K	0.01%	650

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

Waverly Advisors's VTES Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 1.1% in Q2 2026, buying an estimated $15.2K and bringing the position to 13,293 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #805.

Waverly Advisors first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Waverly Advisors held 13,293 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.35M as of Q2 2026.
Waverly Advisors bought 150 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $15.2K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #805 holding.
Waverly Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.