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XML Financial’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

XML Financial’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 		$432K Hold
4,266
– – 0.03% 311
2026
Q1 		$431K Sell
4,266
-1,253
-23% -$128K 0.03% 286
2025
Q4 		$561K Buy
5,519
+2,104
+62% +$214K 0.05% 239
2025
Q3 		$348K Hold
3,415
– – 0.03% 292
2025
Q2 		$345K Buy
+3,415
New +$342K 0.03% 289

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

XML Financial's VTES Position: Q2 2026 in Review

XML Financial held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 4,266 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #311.

XML Financial first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. The position peaked at $561K in Q4 2025. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • XML Financial held 4,266 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $432K as of Q2 2026.
  • XML Financial left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.03% of XML Financial's portfolio in Q2 2026, its #311 holding.
  • XML Financial first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • XML Financial's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $561K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.