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TCFG Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

TCFG Wealth Management’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
Q1 		$299K Hold
2,956
– – 0.11% 193
2025
Q4 		$300K Sell
2,956
-70
-2% -$7.11K 0.12% 197
2025
Q3 		$308K Buy
+3,026
New +$307K 0.12% 198

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCFG Wealth Management's VTES Position: Q1 2026 in Review

TCFG Wealth Management held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q1 2026 at 2,956 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #193.

TCFG Wealth Management first reported a position in VTES in Q3 2025 and has held it in 3 quarters since. The position peaked at $308K in Q3 2025. 281 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • TCFG Wealth Management held 2,956 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $299K as of Q1 2026.
  • TCFG Wealth Management left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.11% of TCFG Wealth Management's portfolio in Q1 2026, its #193 holding.
  • TCFG Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • TCFG Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $308K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.