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

Aspire Private 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	$3.48M	Buy	34,356 +5,328	+18%	+$539K	0.72%	38
2026 Q1	$2.94M	Buy	29,028 +1,466	+5%	+$150K	0.66%	39
2025 Q4	$2.8M	Buy	27,562 +42	+0.2%	+$4.26K	0.62%	38
2025 Q3	$2.8M	Buy	27,520 +5,739	+26%	+$583K	0.62%	40
2025 Q2	$2.2M	Buy	21,781 +9,805	+82%	+$982K	0.51%	46
2025 Q1	$1.2M	Buy	+11,976	New	+$1.2M	0.3%	69

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aspire Private Capital's VTES Position: Q2 2026 in Review

Aspire Private Capital increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 18% in Q2 2026, buying an estimated $539K and bringing the position to 34,356 shares worth $3.48M. The position accounts for 0.72% of the portfolio, ranked #38.

Aspire Private Capital first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Aspire Private Capital held 34,356 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $3.48M as of Q2 2026.
Aspire Private Capital bought 5,328 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $539K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.72% of Aspire Private Capital's portfolio in Q2 2026, its #38 holding.
Aspire Private Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.