Fiduciary Advisors Inc
VTES icon

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
Q3 		$19K Buy
192
+1
+0.5% +$100 0.01% 82
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

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S.A. Mason
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TruNorth Capital Management
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Apella Capital
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Berkshire Bank
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Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Waterway Wealth Management
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Farther Finance Advisors
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Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Fiduciary Advisors Inc's VTES Position: Q3 2026 in Review

Fiduciary Advisors Inc increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.52% in Q3 2026, buying an estimated $100 and bringing the position to 192 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #82.

Fiduciary Advisors Inc first reported a position in VTES in Q4 2025 and has held it in 4 quarters since. The position peaked at $311K in Q1 2026. 119 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Fiduciary Advisors Inc held 192 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $19K as of Q3 2026.
  • Fiduciary Advisors Inc bought 1 Vanguard Short-Term Tax-Exempt Bond ETF share in Q3 2026, an estimated $100.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Fiduciary Advisors Inc's portfolio in Q3 2026, its #82 holding.
  • Fiduciary Advisors Inc first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Fiduciary Advisors Inc's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $311K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q3 2026, filed 16 Oct 2026.