CGPCS
VTES icon

Capital Group Private Client Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Capital Group Private Client Services’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 		$951K Buy
+9,389
New +$950K 0.01% 203

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Group Private Client Services's VTES Position: Q2 2026 in Review

Capital Group Private Client Services opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 9,389 shares worth $951K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings.

299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Capital Group Private Client Services held 9,389 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $951K as of Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Capital Group Private Client Services position in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #203 holding.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.