Concurrent Investment Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Concurrent Investment 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	$824K	Sell	8,137 -477	-6%	-$48.2K	0.01%	1119
2026 Q1	$871K	Sell	8,614 -146	-2%	-$14.9K	0.01%	933
2025 Q4	$890K	Buy	8,760 +760	+10%	+$77.2K	0.01%	887
2025 Q3	$815K	Buy	8,000 +5,274	+193%	+$536K	0.01%	722
2025 Q2	$275K	Sell	2,726 -100	-4%	-$10K	0.01%	1103
2025 Q1	$284K	Hold	2,826	–	–	0.01%	954
2024 Q4	$283K	Buy	2,826 +68	+2%	+$6.85K	0.01%	851
2024 Q3	$280K	Buy	+2,758	New	+$278K	0.01%	807

Other funds holding VTES

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

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Concurrent Investment Advisors's VTES Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 5.5% in Q2 2026, selling an estimated $48.2K and leaving 8,137 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #1119.

Concurrent Investment Advisors first reported a position in VTES in Q3 2024 and has held it in 8 quarters since. The position peaked at $890K in Q4 2025. 133 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Concurrent Investment Advisors held 8,137 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $824K as of Q2 2026.
Concurrent Investment Advisors sold 477 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $48.2K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1119 holding.
Concurrent Investment Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $890K in Q4 2025.
133 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.