Triumph Capital Management
VTES icon

Triumph Capital Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Triumph Capital 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
Q3 		$205K Buy
2,075
+585
+39% +$58.7K 0.04% 365
2026
Q2 		$151K Buy
1,490
+490
+49% +$49.6K 0.03% 410
2026
Q1 		$101K Buy
+1,000
New +$102K 0.02% 458

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Gleason Group
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TIAA Wealth Investment Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Seeds Investor
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return

Triumph Capital Management's VTES Position: Q3 2026 in Review

Triumph Capital Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 39% in Q3 2026, buying an estimated $58.7K and bringing the position to 2,075 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #365.

Triumph Capital Management first reported a position in VTES in Q1 2026 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Triumph Capital Management held 2,075 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $205K as of Q3 2026.
  • Triumph Capital Management bought 585 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $58.7K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.04% of Triumph Capital Management's portfolio in Q3 2026, its #365 holding.
  • Triumph Capital Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.