BRWA
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
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

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

B. Riley Wealth Advisors's VTES Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.18% in Q2 2026, buying an estimated $405 and bringing the position to 2,213 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #727.

B. Riley Wealth Advisors first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • B. Riley Wealth Advisors held 2,213 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $224K as of Q2 2026.
  • B. Riley Wealth Advisors bought 4 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $405.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #727 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 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.