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Annapolis Financial Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$56.5K Buy
557
+134
+32% +$13.5K 0.02% 144
2024
Q2 		$42.3K Buy
423
+155
+58% +$15.5K 0.01% 163
2024
Q1 		$27K Buy
+268
New +$27.1K 0.01% 197

Other funds holding VTES

WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Annapolis Financial Services's VTES Position: Q3 2024 in Review

Annapolis Financial Services increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 32% in Q3 2024, buying an estimated $13.5K and bringing the position to 557 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #144.

Annapolis Financial Services first reported a position in VTES in Q1 2024 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold VTES as of Q3 2024.

  • Annapolis Financial Services held 557 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $56.5K as of Q3 2024.
  • Annapolis Financial Services bought 134 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2024, an estimated $13.5K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #144 holding.
  • Annapolis Financial Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.