Capital Investment Services of America’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Capital Investment Services of America’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	$5.39M	Sell	53,210 -23,110	-30%	-$2.34M	0.53%	44
2026 Q1	$7.72M	Sell	76,320 -100	-0.1%	-$10.2K	0.81%	38
2025 Q4	$7.76M	Buy	76,420 +50	+0.1%	+$5.08K	0.73%	39
2025 Q3	$7.78M	Sell	76,370 -100	-0.1%	-$10.2K	0.69%	38
2025 Q2	$7.72M	Sell	76,470 -4,300	-5%	-$431K	0.71%	38
2025 Q1	$8.12M	Sell	80,770 -250	-0.3%	-$25.1K	0.82%	37
2024 Q4	$8.12M	Sell	81,020 -15,150	-16%	-$1.53M	0.77%	39
2024 Q3	$9.75M	Buy	96,170 +3,600	+4%	+$363K	0.93%	37
2024 Q2	$9.26M	Buy	92,570 +12,220	+15%	+$1.22M	0.89%	35
2024 Q1	$8.09M	Buy	80,350 +14,500	+22%	+$1.46M	0.78%	38
2023 Q4	$6.68M	Buy	65,850 +35,650	+118%	+$3.55M	0.7%	39
2023 Q3	$2.98M	Buy	30,200 +5,000	+20%	+$500K	0.35%	47
2023 Q2	$2.53M	Buy	+25,200	New	+$2.54M	0.28%	47

Other funds holding VTES

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Capital Investment Services of America's VTES Position: Q2 2026 in Review

Capital Investment Services of America reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 30% in Q2 2026, selling an estimated $2.34M and leaving 53,210 shares worth $5.39M. The position accounts for 0.53% of the portfolio, ranked #44.

Capital Investment Services of America first reported a position in VTES in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.75M in Q3 2024. 188 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Capital Investment Services of America held 53,210 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $5.39M as of Q2 2026.
Capital Investment Services of America sold 23,110 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.34M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.53% of Capital Investment Services of America's portfolio in Q2 2026, its #44 holding.
Capital Investment Services of America first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and has held it in 13 quarters since.
Capital Investment Services of America's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $9.75M in Q3 2024.
188 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.