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Wescott Financial Advisory Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Wescott Financial Advisory 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
2026
Q1 		$73.4M Buy
725,519
+56,952
+9% +$5.81M 6.43% 3
2025
Q4 		$67.9M Buy
668,567
+32,412
+5% +$3.29M 5.93% 3
2025
Q3 		$64.8M Sell
636,155
-921
-0.1% -$93.5K 5.82% 3
2025
Q2 		$64.3M Sell
637,076
-10,221
-2% -$1.02M 6.15% 3
2025
Q1 		$65.1M Buy
647,297
+15,511
+2% +$1.56M 6.74% 3
2024
Q4 		$63.3M Buy
631,786
+14,749
+2% +$1.49M 6.56% 3
2024
Q3 		$62.6M Buy
617,037
+35,133
+6% +$3.54M 6.73% 3
2024
Q2 		$58.2M Buy
581,904
+42,547
+8% +$4.25M 6.76% 3
2024
Q1 		$54.3M Buy
539,357
+58,313
+12% +$5.89M 6.75% 3
2023
Q4 		$48.8M Buy
481,044
+25,344
+6% +$2.53M 6.83% 3
2023
Q3 		$45M Buy
455,700
+14,170
+3% +$1.42M 8.22% 2
2023
Q2 		$44.4M Buy
+441,530
New +$44.5M 7.84% 2

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wescott Financial Advisory Group's VTES Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 8.5% in Q1 2026, buying an estimated $5.81M and bringing the position to 725,519 shares worth $73.4M. The position accounts for 6.43% of the portfolio, ranked #3.

Wescott Financial Advisory Group first reported a position in VTES in Q2 2023 and has held it in 12 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Wescott Financial Advisory Group held 725,519 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $73.4M as of Q1 2026.
  • Wescott Financial Advisory Group bought 56,952 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $5.81M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 6.43% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #3 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.