VTES — Vanguard Short-Term Tax-Exmpt Bd ETF

Ownership history in S.A. Mason LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which S.A. Mason LLC reported a position in Vanguard Short-Term Tax-Exmpt Bd ETF (VTES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.07% (2025 Q4)
Avg. % of fund
1.07%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 26,606 — — 1.07% $2.7M $101.12
% of Fund (quarterly)    VTES price (monthly, adj. close)

Other funds also holding VTES

As of 2025 Q4 — sorted by position size

Wescott Financial Advisory Group, LLC 3Y 5.93% SEEDS INVESTOR LLC 3.69% MGO Private Wealth, LLC 3Y 3.1% Gleason Group, Inc. 3Y 2.82% Beacon Bank & Trust 3Y 1.87% Bedel Financial Consulting, Inc. 3Y 7Y 1.8% BlueChip Wealth Advisors LLC 1.3% Firestone Capital Management 3Y 1.18% Silver Oak Advisory Group, Inc. 3Y 1.01% Sterling Financial Planning, Inc. 3Y 0.97%
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