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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
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

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

TCI Wealth Advisors's VTES Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 35% in Q2 2026, selling an estimated $1.37M and leaving 25,155 shares worth $2.55M. The position accounts for 0.11% of the portfolio, ranked #61.

TCI Wealth Advisors first reported a position in VTES in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.03M in Q4 2025. 133 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • TCI Wealth Advisors held 25,155 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $2.55M as of Q2 2026.
  • TCI Wealth Advisors sold 13,512 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.37M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.11% of TCI Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • TCI Wealth Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • TCI Wealth Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $4.03M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.