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Westmount Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Westmount Partners’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 		– Sell
-6,797
Closed -$687K – 302
2026
Q1 		$687K Buy
+6,797
New +$693K 0.17% 111

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Bank of America
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GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Westmount Partners's VTES Position: Q2 2026 in Review

Westmount Partners sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026, closing a stake of 6,797 shares — an estimated $687K sold.

Westmount Partners first reported a position in VTES in Q1 2026 and held it in 1 quarter. The position peaked at $687K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Westmount Partners reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Westmount Partners sold 6,797 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $687K.
  • Westmount Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and held it in 1 quarter.
  • Westmount Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $687K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.