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

CoreCap 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 Q3	$583K	Hold	5,908	–	–	0.02%	505
2026 Q2	$599K	Buy	5,908 +1,107	+23%	+$112K	0.02%	501
2026 Q1	$486K	Hold	4,801	–	–	0.02%	519
2025 Q4	$488K	Buy	4,801 +25	+0.5%	+$2.54K	0.02%	511
2025 Q3	$487K	Buy	4,776 +22	+0.5%	+$2.23K	0.02%	531
2025 Q2	$480K	Buy	4,754 +33	+0.7%	+$3.31K	0.02%	522
2025 Q1	$475K	Buy	+4,721	New	+$475K	0.02%	485

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

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

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

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

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CoreCap Advisors's VTES Position: Q3 2026 in Review

CoreCap Advisors held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q3 2026 at 5,908 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #505.

CoreCap Advisors first reported a position in VTES in Q1 2025 and has held it in 7 quarters since. The position peaked at $599K in Q2 2026. 81 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

CoreCap Advisors held 5,908 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $583K as of Q3 2026.
CoreCap Advisors left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #505 holding.
CoreCap Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 7 quarters since.
CoreCap Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $599K in Q2 2026.
81 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.