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 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 $1.15B 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

GPW

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

CoreCap Advisors's VTES Position: Q2 2026 in Review

CoreCap Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 23% in Q2 2026, buying an estimated $112K and bringing the position to 5,908 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #501.

CoreCap Advisors first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

CoreCap Advisors held 5,908 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $599K as of Q2 2026.
CoreCap Advisors bought 1,107 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $112K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #501 holding.
CoreCap Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.