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

CAPTRUST 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 Q3	$2.95M	Buy	+29,895	New	+$3M	﹤0.01%	1084

Other funds holding VTES

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.36B AUM 14.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return

CAPTRUST Financial Advisors's VTES Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 29,895 shares worth $2.95M. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings.

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

CAPTRUST Financial Advisors held 29,895 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.95M as of Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new CAPTRUST Financial Advisors position in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1084 holding.
297 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.