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Heartwood Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Heartwood Wealth 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 		$294K Hold
2,980
– – 0.02% 185
2026
Q2 		$302K Hold
2,980
– – 0.02% 190
2026
Q1 		$301K Buy
+2,980
New +$304K 0.03% 174

Other funds holding VTES

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Heartwood Wealth Advisors's VTES Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q3 2026 at 2,980 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #185.

Heartwood Wealth Advisors first reported a position in VTES in Q1 2026 and has held it in 3 quarters since. The position peaked at $302K in Q2 2026. 21 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Heartwood Wealth Advisors held 2,980 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $294K as of Q3 2026.
  • Heartwood Wealth Advisors left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q3 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #185 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Heartwood Wealth Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $302K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.