Congress Park Capital
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
Q3 		$986K Hold
10,000
– – 0.26% 60
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

Gleason Group
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Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Berkshire Bank
Berkshire Bank Pittsfield, Massachusetts $516M AUM 14.94% 1-Year Est. Return

Congress Park Capital's VTES Position: Q3 2026 in Review

Congress Park Capital held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q3 2026 at 10,000 shares worth $986K. The position accounts for 0.26% of the portfolio, ranked #60.

Congress Park Capital first reported a position in VTES in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q2 2026. 184 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Congress Park Capital held 10,000 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $986K as of Q3 2026.
  • Congress Park Capital left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q3 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.26% of Congress Park Capital's portfolio in Q3 2026, its #60 holding.
  • Congress Park Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Congress Park Capital's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.01M in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Congress Park Capital's 13F filing for Q3 2026, filed 13 Oct 2026.