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

Altiora Financial Group’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 Q1	$7.54M	Buy	74,514 +30,363	+69%	+$3.1M	1.24%	21
2025 Q4	$4.48M	Buy	44,151 +3,420	+8%	+$347K	0.77%	30
2025 Q3	$4.15M	Buy	40,731 +1,900	+5%	+$193K	0.76%	26
2025 Q2	$3.92M	Sell	38,831 -3,287	-8%	-$329K	0.77%	26
2025 Q1	$4.23M	Buy	42,118 +4,858	+13%	+$489K	0.9%	24
2024 Q4	$3.74M	Hold	37,260	–	–	0.81%	25
2024 Q3	$3.78M	Hold	37,260	–	–	0.84%	24
2024 Q2	$3.73M	Buy	+37,260	New	+$3.72M	0.9%	23

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Altiora Financial Group's VTES Position: Q1 2026 in Review

Altiora Financial Group increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 69% in Q1 2026, buying an estimated $3.1M and bringing the position to 74,514 shares worth $7.54M. The position accounts for 1.24% of the portfolio, ranked #21.

Altiora Financial Group first reported a position in VTES in Q2 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Altiora Financial Group held 74,514 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $7.54M as of Q1 2026.
Altiora Financial Group bought 30,363 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $3.1M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 1.24% of Altiora Financial Group's portfolio in Q1 2026, its #21 holding.
Altiora Financial Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 8 quarters since.
280 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.