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Willis Johnson & Associates’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Willis Johnson & Associates’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
-2,658
Closed -$269K – 189
2026
Q1 		$269K Hold
2,658
– – 0.02% 163
2025
Q4 		$270K Hold
2,658
– – 0.02% 151
2025
Q3 		$271K Sell
2,658
-472
-15% -$47.9K 0.02% 147
2025
Q2 		$316K Buy
+3,130
New +$314K 0.02% 124

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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

Willis Johnson & Associates's VTES Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026, closing a stake of 2,658 shares — an estimated $269K sold.

Willis Johnson & Associates first reported a position in VTES in Q2 2025 and held it in 4 quarters. The position peaked at $316K in Q2 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Willis Johnson & Associates reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 2,658 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $269K.
  • Willis Johnson & Associates first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and held it in 4 quarters.
  • Willis Johnson & Associates's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $316K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.