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 Q2	$74.9M	Buy	739,648 +14,129	+2%	+$1.43M	5.8%	3
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 Denver, Colorado $80.9B AUM 26.08% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wescott Financial Advisory Group's VTES Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 1.9% in Q2 2026, buying an estimated $1.43M and bringing the position to 739,648 shares worth $74.9M. The position accounts for 5.8% of the portfolio, ranked #3.

Wescott Financial Advisory Group first reported a position in VTES in Q2 2023 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Wescott Financial Advisory Group held 739,648 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $74.9M as of Q2 2026.
Wescott Financial Advisory Group bought 14,129 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.43M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 5.8% of Wescott Financial Advisory Group's portfolio in Q2 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 13 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.