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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$8.93M Buy
+90,580
New +$9.09M 1.39% 14

Other funds holding VTES

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

TruNorth Capital Management opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 90,580 shares worth $8.93M. The stake represents 1.39% of the portfolio and ranks #14 among its holdings.

35 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • TruNorth Capital Management held 90,580 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $8.93M as of Q3 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new TruNorth Capital Management position in Q3 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 1.39% of TruNorth Capital Management's portfolio in Q3 2026, its #14 holding.
  • 35 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

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