Valeo Financial Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Valeo Financial 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	$1.21M	Buy	+12,290	New	+$1.23M	0.03%	272

Other funds holding VTES

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Valeo Financial Advisors's VTES Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2026: 12,290 shares worth $1.21M. The stake represents 0.03% of the portfolio and ranks #272 among its holdings.

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

Valeo Financial Advisors held 12,290 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.21M as of Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Valeo Financial Advisors position in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #272 holding.
16 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.