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

Fiduciary Advisors Inc’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 		$19.4K Sell
191
-2,884
-94% -$292K 0.01% 79
2026
Q1 		$311K Buy
3,075
+216
+8% +$22K 0.23% 37
2025
Q4 		$290K Buy
+2,859
New +$290K 0.22% 39

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fiduciary Advisors Inc's VTES Position: Q2 2026 in Review

Fiduciary Advisors Inc reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 94% in Q2 2026, selling an estimated $292K and leaving 191 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #79.

Fiduciary Advisors Inc first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $311K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Fiduciary Advisors Inc held 191 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $19.4K as of Q2 2026.
  • Fiduciary Advisors Inc sold 2,884 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $292K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #79 holding.
  • Fiduciary Advisors Inc first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Fiduciary Advisors Inc's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $311K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.