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

TCI 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 		$2.61M Buy
26,457
+1,302
+5% +$131K 0.11% 69
2026
Q2 		$2.55M Sell
25,155
-13,512
-35% -$1.37M 0.11% 61
2026
Q1 		$3.91M Sell
38,667
-982
-2% -$100K 0.21% 51
2025
Q4 		$4.03M Buy
39,649
+149
+0.4% +$15.1K 0.22% 50
2025
Q3 		$4.03M Buy
+39,500
New +$4.01M 0.24% 49

Other funds holding VTES

Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Berkshire Bank
Berkshire Bank Pittsfield, Massachusetts $516M AUM 14.94% 1-Year Est. Return

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

TCI Wealth Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 5.2% in Q3 2026, buying an estimated $131K and bringing the position to 26,457 shares worth $2.61M. The position accounts for 0.11% of the portfolio, ranked #69.

TCI Wealth Advisors first reported a position in VTES in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.03M in Q4 2025. 184 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • TCI Wealth Advisors held 26,457 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.61M as of Q3 2026.
  • TCI Wealth Advisors bought 1,302 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $131K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.11% of TCI Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • TCI Wealth Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • TCI Wealth Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $4.03M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on TCI Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.