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WhitTier Trust Company’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

WhitTier Trust Company’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 		$341K Buy
+3,370
New +$341K 0.01% 444

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BHWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

WhitTier Trust Company's VTES Position: Q2 2026 in Review

WhitTier Trust Company opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 3,370 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings.

123 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • WhitTier Trust Company held 3,370 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $341K as of Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new WhitTier Trust Company position in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #444 holding.
  • 123 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.