C.M. Bidwell & Associates’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

C.M. Bidwell & Associates’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 Q1	$51.9K	Buy	513 +70	+16%	+$7.14K	0.02%	224
2025 Q4	$45K	Hold	443	–	–	0.02%	233
2025 Q3	$45.2K	Sell	443 -489	-52%	-$49.7K	0.02%	228
2025 Q2	$94.1K	Buy	932 +509	+120%	+$51K	0.05%	174
2025 Q1	$42.5K	Sell	423 -1,408	-77%	-$142K	0.03%	224
2024 Q4	$184K	Buy	+1,831	New	+$184K	0.11%	131

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

C.M. Bidwell & Associates's VTES Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 16% in Q1 2026, buying an estimated $7.14K and bringing the position to 513 shares worth $51.9K. The position accounts for 0.02% of the portfolio, ranked #224.

C.M. Bidwell & Associates first reported a position in VTES in Q4 2024 and has held it in 6 quarters since. The position peaked at $184K in Q4 2024. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

C.M. Bidwell & Associates held 513 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $51.9K as of Q1 2026.
C.M. Bidwell & Associates bought 70 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $7.14K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #224 holding.
C.M. Bidwell & Associates first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
C.M. Bidwell & Associates's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $184K in Q4 2024.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.