AC
VTES icon

Apella Capital’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Apella Capital’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 		$6.49M Sell
64,172
-1,332
-2% -$135K 0.09% 145
2026
Q1 		$6.64M Buy
65,504
+15,042
+30% +$1.53M 0.1% 142
2025
Q4 		$5.13M Buy
+50,462
New +$5.12M 0.1% 132

Other funds holding VTES

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Apella Capital's VTES Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2% in Q2 2026, selling an estimated $135K and leaving 64,172 shares worth $6.49M. The position accounts for 0.09% of the portfolio, ranked #145.

Apella Capital first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.64M in Q1 2026. 54 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Apella Capital held 64,172 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $6.49M as of Q2 2026.
  • Apella Capital sold 1,332 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $135K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.09% of Apella Capital's portfolio in Q2 2026, its #145 holding.
  • Apella Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $6.64M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.