VALEN PRIVATE CAPITAL, LLC’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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	$829K	Buy	+8,413	New	+$845K	0.26%	40

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

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's VTES Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 8,413 shares worth $829K. The stake represents 0.26% of the portfolio and ranks #40 among its holdings.

89 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 8,413 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $829K as of Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.26% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #40 holding.
89 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.