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

Wealth Enhancement Advisory Services’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	$9.15M	Buy	90,508 +24,365	+37%	+$2.46M	0.02%	703
2026 Q1	$6.69M	Sell	66,143 -31,725	-32%	-$3.24M	0.01%	756
2025 Q4	$9.96M	Buy	97,868 +1,848	+2%	+$188K	0.01%	697
2025 Q3	$9.76M	Sell	96,020 -4,124	-4%	-$419K	0.01%	668
2025 Q2	$10.1M	Sell	100,144 -3,437	-3%	-$344K	0.02%	625
2025 Q1	$10.4M	Sell	103,581 -7,929	-7%	-$798K	0.02%	564
2024 Q4	$11.2M	Buy	111,510 +12,109	+12%	+$1.22M	0.02%	527
2024 Q3	$10.1M	Buy	99,401 +19,991	+25%	+$2.02M	0.02%	510
2024 Q2	$7.95M	Buy	79,410 +8,879	+13%	+$888K	0.02%	549
2024 Q1	$7.1M	Buy	+70,531	New	+$7.12M	0.02%	568

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

Wealth Enhancement Advisory Services's VTES Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 37% in Q2 2026, buying an estimated $2.46M and bringing the position to 90,508 shares worth $9.15M. The position accounts for 0.02% of the portfolio, ranked #703.

Wealth Enhancement Advisory Services first reported a position in VTES in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.2M in Q4 2024. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Wealth Enhancement Advisory Services held 90,508 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $9.15M as of Q2 2026.
Wealth Enhancement Advisory Services bought 24,365 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.46M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #703 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $11.2M in Q4 2024.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.