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

Farther Finance 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	$6.21M	Buy	63,017 +11,257	+22%	+$1.13M	0.04%	373
2026 Q2	$5.24M	Buy	51,760 +20,484	+65%	+$2.07M	0.04%	391
2026 Q1	$3.16M	Buy	31,276 +14,980	+92%	+$1.53M	0.03%	487
2025 Q4	$1.66M	Buy	16,296 +5,952	+58%	+$604K	0.02%	660
2025 Q3	$1.05M	Buy	10,344 +6,847	+196%	+$695K	0.02%	696
2025 Q2	$353K	Buy	3,497 +2,997	+599%	+$300K	0.01%	1098
2025 Q1	$50.2K	Hold	500	–	–	﹤0.01%	1893
2024 Q4	$50.1K	Hold	500	–	–	﹤0.01%	1661
2024 Q3	$50.7K	Hold	500	–	–	﹤0.01%	1643
2024 Q2	$49.8K	Hold	500	–	–	﹤0.01%	1418
2024 Q1	$50.2K	Hold	500	–	–	﹤0.01%	1192
2023 Q4	$50.7K	Buy	+500	New	+$49.9K	﹤0.01%	1029

Other funds holding VTES

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

WPC

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

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors's VTES Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 22% in Q3 2026, buying an estimated $1.13M and bringing the position to 63,017 shares worth $6.21M. The position accounts for 0.04% of the portfolio, ranked #373.

Farther Finance Advisors first reported a position in VTES in Q4 2023 and has held it in 12 quarters since. 21 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Farther Finance Advisors held 63,017 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $6.21M as of Q3 2026.
Farther Finance Advisors bought 11,257 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1.13M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #373 holding.
Farther Finance Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 12 quarters since.
21 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

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