Cardiff Park Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Cardiff Park 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	$1.27M	Hold	12,835	–	–	0.09%	104
2026 Q2	$1.3M	Sell	12,835 -993	-7%	-$100K	0.1%	100
2026 Q1	$1.4M	Sell	13,828 -287	-2%	-$29.3K	0.11%	93
2025 Q4	$1.43M	Buy	14,115 +3	+0%	+$305	0.12%	90
2025 Q3	$1.44M	Sell	14,112 -264	-2%	-$26.8K	0.11%	96
2025 Q2	$1.45M	Hold	14,376	–	–	0.13%	90
2025 Q1	$1.44M	Sell	14,376 -466	-3%	-$46.9K	0.14%	78
2024 Q4	$1.49M	Buy	14,842 +7,784	+110%	+$784K	0.14%	79
2024 Q3	$716K	Buy	+7,058	New	+$712K	0.06%	128

Other funds holding VTES

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

HCM

Hall Capital Management Barrington, Rhode Island $333M AUM 9.85% 1-Year Est. Return

Cardiff Park Advisors's VTES Position: Q3 2026 in Review

Cardiff Park Advisors held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q3 2026 at 12,835 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #104.

Cardiff Park Advisors first reported a position in VTES in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q4 2024. 219 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Cardiff Park Advisors held 12,835 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.27M as of Q3 2026.
Cardiff Park Advisors left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.09% of Cardiff Park Advisors's portfolio in Q3 2026, its #104 holding.
Cardiff Park Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 9 quarters since.
Cardiff Park Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.49M in Q4 2024.
219 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.