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Avidian Wealth Enterprises’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Avidian Wealth Enterprises’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 		$742K Buy
7,530
+561
+8% +$56.3K 0.02% 392
2026
Q2 		$706K Buy
6,969
+3,377
+94% +$342K 0.02% 398
2026
Q1 		$363K Sell
3,592
-1,000
-22% -$102K 0.01% 503
2025
Q4 		$466K Buy
4,592
+2
+0% +$203 0.02% 388
2025
Q3 		$468K Buy
4,590
+998
+28% +$101K 0.02% 383
2025
Q2 		$363K Buy
3,592
+248
+7% +$24.8K 0.01% 404
2025
Q1 		$336K Buy
3,344
+497
+17% +$50K 0.02% 387
2024
Q4 		$285K Buy
+2,847
New +$287K 0.01% 410

Other funds holding VTES

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Avidian Wealth Enterprises's VTES Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 8% in Q3 2026, buying an estimated $56.3K and bringing the position to 7,530 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #392.

Avidian Wealth Enterprises first reported a position in VTES in Q4 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Avidian Wealth Enterprises held 7,530 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $742K as of Q3 2026.
  • Avidian Wealth Enterprises bought 561 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $56.3K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #392 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 21 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.