B. Riley Wealth Advisors
VTES icon

B. Riley Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

B. Riley Wealth Advisors’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 		$209K Sell
2,118
-95
-4% -$9.5K 0.01% 917
2026
Q2 		$224K Buy
2,213
+4
+0.2% +$405 0.01% 727
2026
Q1 		$223K Buy
2,209
+3
+0.1% +$306 0.01% 680
2025
Q4 		$224K Buy
+2,206
New +$224K 0.01% 820

Other funds holding VTES

Wescott Financial Advisory Group
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.36B AUM 14.05% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
HCM
Hall Capital Management Barrington, Rhode Island $333M AUM 9.85% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

B. Riley Wealth Advisors's VTES Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 4.3% in Q3 2026, selling an estimated $9.5K and leaving 2,118 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #917.

B. Riley Wealth Advisors first reported a position in VTES in Q4 2025 and has held it in 4 quarters since. The position peaked at $224K in Q2 2026. 201 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • B. Riley Wealth Advisors held 2,118 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $209K as of Q3 2026.
  • B. Riley Wealth Advisors sold 95 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $9.5K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #917 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • B. Riley Wealth Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $224K in Q2 2026.
  • 201 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.