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 Q3	$11.6M	Buy	117,909 +27,401	+30%	+$2.75M	0.02%	666
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	$10M	Buy	97,868 +1,848	+2%	+$188K	0.01%	697
2025 Q3	$9.8M	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

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

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTES Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 30% in Q3 2026, buying an estimated $2.75M and bringing the position to 117,909 shares worth $11.6M. The position accounts for 0.02% of the portfolio, ranked #666.

Wealth Enhancement Advisory Services first reported a position in VTES in Q1 2024 and has held it in 11 quarters since. 75 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Wealth Enhancement Advisory Services held 117,909 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $11.6M as of Q3 2026.
Wealth Enhancement Advisory Services bought 27,401 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $2.75M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #666 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 11 quarters since.
75 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.