WPC
VTES icon

Wedmont Private Capital’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Wedmont Private Capital’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 		$4.37M Buy
44,303
+35,201
+387% +$3.53M 0.1% 116
2026
Q2 		$920K Buy
9,102
+1,163
+15% +$118K 0.03% 368
2026
Q1 		$804K Buy
+7,939
New +$810K 0.03% 361

Other funds holding VTES

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wedmont Private Capital's VTES Position: Q3 2026 in Review

Wedmont Private Capital increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 387% in Q3 2026, buying an estimated $3.53M and bringing the position to 44,303 shares worth $4.37M. The position accounts for 0.1% of the portfolio, ranked #116.

Wedmont Private Capital first reported a position in VTES in Q1 2026 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • Wedmont Private Capital held 44,303 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $4.37M as of Q3 2026.
  • Wedmont Private Capital bought 35,201 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $3.53M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.1% of Wedmont Private Capital's portfolio in Q3 2026, its #116 holding.
  • Wedmont Private Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.