LI
VTES icon

LRI Investments’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

LRI Investments’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 		$3.65K Hold
36
– – ﹤0.01% 1189
2026
Q1 		$3.64K Buy
+36
New +$3.67K ﹤0.01% 1165

Other funds holding VTES

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

LRI Investments's VTES Position: Q2 2026 in Review

LRI Investments held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 36 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

LRI Investments first reported a position in VTES in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • LRI Investments held 36 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $3.65K as of Q2 2026.
  • LRI Investments left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1189 holding.
  • LRI Investments first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.