Avior Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Avior Wealth Management’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	$2.99M	Buy	30,320 +4,350	+17%	+$437K	0.08%	200
2026 Q2	$2.63M	Buy	25,970 +5,600	+27%	+$566K	0.07%	216
2026 Q1	$2.06M	Buy	20,370 +3,435	+20%	+$350K	0.06%	249
2025 Q4	$1.72M	Buy	16,935 +6,995	+70%	+$710K	0.05%	220
2025 Q3	$1.01M	Buy	9,940 +2,750	+38%	+$279K	0.03%	297
2025 Q2	$726K	Buy	7,190 +1,100	+18%	+$110K	0.03%	351
2025 Q1	$612K	Buy	6,090 +5,590	+1,118%	+$562K	0.02%	353
2024 Q4	$50.1K	Hold	500	–	–	﹤0.01%	1151
2024 Q3	$50.7K	Hold	500	–	–	﹤0.01%	1113
2024 Q2	$50K	Hold	500	–	–	﹤0.01%	1088
2024 Q1	$50.4K	Hold	500	–	–	﹤0.01%	1229
2023 Q4	$50.7K	Buy	+500	New	+$49.9K	﹤0.01%	725

Other funds holding VTES

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

GFM

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 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

Avior Wealth Management's VTES Position: Q3 2026 in Review

Avior Wealth Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 17% in Q3 2026, buying an estimated $437K and bringing the position to 30,320 shares worth $2.99M. The position accounts for 0.08% of the portfolio, ranked #200.

Avior Wealth Management first reported a position in VTES in Q4 2023 and has held it in 12 quarters since. 34 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Avior Wealth Management held 30,320 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.99M as of Q3 2026.
Avior Wealth Management bought 4,350 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $437K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.08% of Avior Wealth Management's portfolio in Q3 2026, its #200 holding.
Avior Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 12 quarters since.
34 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.