Apella Capital
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
Q3 		$8.04M Buy
81,600
+17,428
+27% +$1.75M 0.1% 143
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

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
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 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
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital's VTES Position: Q3 2026 in Review

Apella Capital increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 27% in Q3 2026, buying an estimated $1.75M and bringing the position to 81,600 shares worth $8.04M. The position accounts for 0.1% of the portfolio, ranked #143.

Apella Capital first reported a position in VTES in Q4 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Apella Capital held 81,600 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $8.04M as of Q3 2026.
  • Apella Capital bought 17,428 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1.75M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.1% of Apella Capital's portfolio in Q3 2026, its #143 holding.
  • Apella Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.