Cassilly Financial Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Cassilly Financial Group’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	$226K	Buy	+2,296	New	+$231K	0.15%	74

Other funds holding VTES

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Cassilly Financial Group's VTES Position: Q3 2026 in Review

Cassilly Financial Group opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 2,296 shares worth $226K. The stake represents 0.15% of the portfolio and ranks #74 among its holdings.

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

Cassilly Financial Group held 2,296 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $226K as of Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Cassilly Financial Group position in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.15% of Cassilly Financial Group's portfolio in Q3 2026, its #74 holding.
14 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.