CAWM
VTES icon

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

Capital Advisors 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 		$1.41M Buy
+14,326
New +$1.44M 0.16% 79

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

Capital Advisors Wealth Management's VTES Position: Q3 2026 in Review

Capital Advisors Wealth Management opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 14,326 shares worth $1.41M. The stake represents 0.16% of the portfolio and ranks #79 among its holdings.

21 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Capital Advisors Wealth Management held 14,326 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.41M as of Q3 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Capital Advisors Wealth Management position in Q3 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.16% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #79 holding.
  • 21 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.