CPC
VTES icon

Congress Park Capital’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Congress Park Capital’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 		$1.01M Buy
10,000
+2,000
+25% +$202K 0.27% 63
2026
Q1 		$809K Buy
8,000
+3,000
+60% +$306K 0.25% 65
2025
Q4 		$508K Buy
+5,000
New +$508K 0.15% 89

Other funds holding VTES

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Congress Park Capital's VTES Position: Q2 2026 in Review

Congress Park Capital increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 25% in Q2 2026, buying an estimated $202K and bringing the position to 10,000 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #63.

Congress Park Capital first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Congress Park Capital held 10,000 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.01M as of Q2 2026.
  • Congress Park Capital bought 2,000 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $202K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.27% of Congress Park Capital's portfolio in Q2 2026, its #63 holding.
  • Congress Park Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.