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Rudd Co d/b/a Styre Wealth’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Rudd Co d/b/a Styre 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 		$482K Buy
+4,848
New +$487K 0.47% 64

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
S.A. Mason
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
Berkshire Bank
Berkshire Bank Pittsfield, Massachusetts $516M AUM 14.94% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Waterway Wealth Management
Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 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

Rudd Co d/b/a Styre Wealth's VTES Position: Q3 2026 in Review

Rudd Co d/b/a Styre Wealth opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 4,848 shares worth $482K. The stake represents 0.47% of the portfolio and ranks #64 among its holdings.

119 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Rudd Co d/b/a Styre Wealth held 4,848 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $482K as of Q3 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Rudd Co d/b/a Styre Wealth position in Q3 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.47% of Rudd Co d/b/a Styre Wealth's portfolio in Q3 2026, its #64 holding.
  • 119 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Rudd Co d/b/a Styre Wealth's 13F filing for Q3 2026, filed 29 Oct 2026.