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Capstone Financial Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Capstone Financial 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 		– Sell
-3,921
Closed -$397K – 207
2026
Q1 		$397K Buy
+3,921
New +$400K 0.02% 121

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

Capstone Financial Advisors's VTES Position: Q2 2026 in Review

Capstone Financial Advisors sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026, closing a stake of 3,921 shares — an estimated $397K sold.

Capstone Financial Advisors first reported a position in VTES in Q1 2026 and held it in 1 quarter. The position peaked at $397K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Capstone Financial Advisors reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Financial Advisors sold 3,921 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $397K.
  • Capstone Financial Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and held it in 1 quarter.
  • Capstone Financial Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $397K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.