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Winnow Wealth’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Winnow Wealth’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
Q3 		$2.13M Buy
21,575
+321
+2% +$32.2K 1.41% 12
2026
Q2 		$2.15M Buy
21,254
+5,008
+31% +$507K 1.46% 12
2026
Q1 		$1.64M Buy
+16,246
New +$1.66M 1.27% 12

Other funds holding VTES

Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Winnow Wealth's VTES Position: Q3 2026 in Review

Winnow Wealth increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 1.5% in Q3 2026, buying an estimated $32.2K and bringing the position to 21,575 shares worth $2.13M. The position accounts for 1.41% of the portfolio, ranked #12.

Winnow Wealth first reported a position in VTES in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.15M in Q2 2026. 62 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Winnow Wealth held 21,575 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.13M as of Q3 2026.
  • Winnow Wealth bought 321 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $32.2K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 1.41% of Winnow Wealth's portfolio in Q3 2026, its #12 holding.
  • Winnow Wealth first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Winnow Wealth's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.15M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.