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 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cardiff Park Advisors's VTES Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2% in Q1 2026, selling an estimated $29.3K and leaving 13,828 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #93.

Cardiff Park Advisors first reported a position in VTES in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q4 2024. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Cardiff Park Advisors held 13,828 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.4M as of Q1 2026.
Cardiff Park Advisors sold 287 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $29.3K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.11% of Cardiff Park Advisors's portfolio in Q1 2026, its #93 holding.
Cardiff Park Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
Cardiff Park Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.49M in Q4 2024.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.