Prosperity Capital Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Prosperity Capital 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 Q2	$1.57M	Buy	15,449 +942	+6%	+$95.3K	0.08%	151
2026 Q1	$1.47M	Buy	14,507 +542	+4%	+$55.3K	0.08%	144
2025 Q4	$1.42M	Buy	13,965 +1,375	+11%	+$140K	0.08%	142
2025 Q3	$1.28M	Buy	12,590 +1,895	+18%	+$192K	0.07%	167
2025 Q2	$1.08M	Buy	10,695 +1,181	+12%	+$118K	0.07%	169
2025 Q1	$956K	Buy	+9,514	New	+$957K	0.08%	160

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

GPW

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Prosperity Capital Advisors's VTES Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 6.5% in Q2 2026, buying an estimated $95.3K and bringing the position to 15,449 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #151.

Prosperity Capital Advisors first reported a position in VTES in Q1 2025 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Prosperity Capital Advisors held 15,449 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.57M as of Q2 2026.
Prosperity Capital Advisors bought 942 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $95.3K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.08% of Prosperity Capital Advisors's portfolio in Q2 2026, its #151 holding.
Prosperity Capital Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
62 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.